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Michael Dorfman
Dustin Mann
Victoria Chau
Liza Cheong
Femi Orenuga
Milica Vukovic

Tel: 416-359-4914

First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3


Quarterly Newsletter, Fall 2013
Quarterly Newsletter, Spring 2013
Quarterly Newsletter, Summer 2012
Quarterly Newsletter, Winter 2012
Investing Handbook 2014
Understanding Capital Losses
Financial Planning Questionnaire
Managing Your Wealth
Frontier markets offer significant reawrds but with a commensurate level of risk
Read Michael's contribution to an article regarding Frontier Markets. Published in The Globe and Mail Report on Business on June 28th, 2019, author David Israelson.
Budget measures aimed at home buyers could put retirement savings at risk
Read Michael's contribution to an article regarding the new federal budget's offering for home buyers. Published in The Globe and Mail, March 29th, 2019, author David Israelson.
How can you help clients deal with "Gen-X sandwich"
Read Michael's contribution to the article written by James Burton, published in "Wealth Professional Canada"
Good Times Magazine - Rent or Buy?
Article comparing renting vs. buying in the Toronto market - Michael Dorfman contributed as subject matter expert.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
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
Monthly Market July 2019
2019 Federal Budget Review
Portfolio Strategy
Strategic commentary and an overview of financial markets.
FOCUS: A Weekly Financial Digest
Investment Strategy: 2019 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Education and Knowledge
2019 Wealth Planning Facts & Figures
You are invited: Podcast - 2019 Market Outlook: The Year Ahead
We’d like to extend an invitation for you to tune into the new BMO Wealth Management podcast 2019 Market Outlook - The Year Ahead and hear what our panel expects to see in the coming year, and opportunities for investors. Featured in the podcast are: Brian Belski, BMO Capital Markets; Stéphane Rochon, BMO Nesbitt Burns; Lesley Marks, BMO Private Banking; and Michael Gregory, BMO Capital Markets. To access the podcast, go to