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Allan McDougall
Stacy Bellegarde, B.A., CIM
Colleen McCashin

Address
2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8

Publications

Economic and Market Updates
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Managing Your Wealth
BMO Wealth Institute Report
They say it’s better to give than to receive. Judging by their actions, Canadians are big believers in that concept, with an overwhelming majority making financial donations to worthy causes. Not only does it make them feel good, it may also yield favourable tax incentives. Nevertheless, charitable giving in Canada is waning.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Having Meaningful Money Conversations With Your Partner
Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money,
2017 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Preparing Your Last Will and Testament
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
Ten Financial Resolutions for 2017
As you consider your financial priorities for the coming year, here are some financial resolutions that could help you save taxes, protect your portfolio, increase your net worth, and position you for financial success in 2017.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information. The attached summary has been recently updated to include Tax-Free Savings Account (TFSA) and Registered Retirement Income Fund (RRIF) changes that were announced in the 2015 Federal Budget. The 2015 top marginal tax rates have also been updated to reflect provincial budget changes.
Tax Planning Strategies
Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Federal Budget Review
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
Personal Tax Calendar 2017
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2017 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
Tax Slips Overview
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.
Education and Knowledge
Periodic Table of Asset Class Returns
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
Estate & Succession Planning
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Digital Assets and Your Estate Plan
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.