Skip Navigation

Contact Us

Julie Delaney
Karen Morrissette

Address

1501 avenue McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map

Publications

Other
How Investment Income is Taxed
Donating Apprciated Securities
Reduce Your Taxes With a Prescribed Rate Loan
Strategies to Minimize Capital Tax
Survivor Income Needs
Planning for Incapacity
Your Plan for the Family Vacation Property
Philanthropy and Giving Back-Your Giving Strategy
Understanding Personal Holding Companies
Tax Planning Strategies
The CRA’s Foreign Reporting Requirements
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Education and Knowledge
Teaching Your Children About Money