Paul Litman, BA, MBA, CFP®, CIM
Christina McInnis
Address
BMO Nesbitt Burns
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
Map
| COVID-19 Update | |
| COVID-19 Podcast | |
| October 30: In this episode, Richard Belley, Fixed Income Strategist and Portfolio Manager, BMO Nesbitt Burns, and Michael Gregory, Deputy Chief Economist, BMO Capital Markets discuss the Bank of Canada’s strong monetary response to the current economic crisis. After explaining the bank’s quantitative easing program, Richard and Michael dive into a discussion of how long current monetary policy could last, the potential of an inflationary cycle, and who will end up paying for the growing deficit. | |
| Update on Canada’s COVID-19 Economic Response Plan | |
| July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. Please contact the office if you have any questions. | |
| In the Eye of the Coronavirus and Oil Storm | |
| March 12, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the Coronavirus, the oil market-share war, and their impact on the markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio. | |
| Unprecedented | |
| March 19, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the on the unprecedented shock COVID-19 has had on equity and fixed income markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio. | |
| Extra-ordinary Measures for Extra-ordinary Times | |
| March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic. | |
| Other | |
| Wealth Insights Magazine | |
| The Wealth Insights Magazine highlights several topics, strategies, and solutions for the owner to consider when balancing personal wealth management with the needs of their business venture. | |
| Tax Planning Strategies | |
| Completing Your 2019 Income Tax Return – Checklist | |
| As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. | |
| 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. | |
| 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. | |
| 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. | |
| Personal Tax Calendar 2020 | |
| 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 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year. | |
| Managing Your Wealth | |
| BMO Wealth Institute Report | |
| Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future. | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| 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 | |
| Equity and Fixed Income Strategy | |
| Strategic commentary on fixed income and an overview of fixed income 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. | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| Focus | |
| Focus is a weekly financial digest. | |
| Investment Strategy: 2021 Market Outlook | |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
| Wealth Experience Podcast | |
| Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast. | |
| Podcast - BMO for Women | |
| Kathleen Burns Kingsbury, wealth psychology expert and author, hosts an empowering and educational series of podcasts geared towards women. You’ll hear from industry leaders, entrepreneurs, and experts who provide learning tips and tools for being more financially savvy. | |
| Education and Knowledge | |
| Networth Newsletter | |
| A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics. | |
| Federal Budget Highlights and Analysis | |
| High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist | |
