Economic and Market Updates

2024 Federal Budget Review

The 2024 Federal Budget Review was prepared by our in-house BMO Private Wealth tax professionals: John Waters, Vice-President, Director of Tax Consulting Services and Dante Rossi, Director, Tax Planning.
2024 Federal Budget Review

The Goods

The Goods, BMO's monthly commodity price publication.
The Goods

Global Markets Commentary

Our experts provide an overview of recent global events and their impact on the markets.
Global Markets Commentary

Quarterly Newsletter

Dino Tyrovolas’ Quarterly Newsletter
Quarterly Newsletter

Investment Strategy

Strategic commentary and an overview of financial markets.
Investment Strategy

Focus

Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic issues.
Focus

Estate & Succession Planning

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.
Preparing Your Last Will and Testament

Tax Planning Strategies

Tax Tips For Investors

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.
Tax Tips For Investors

CRA Foreign Reporting Requirement

CRA Foreign Reporting Requirement
CRA Foreign Reporting Requirement

Research

Rates Scenario

Rates Scenario, covering currencies and markets outside of the U.S. and Canada.
Rates Scenario