Economic and Market Updates

The 2023 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.
2023 Federal Budget Review
The Goods, BMO's monthly commodity price publication.
The Goods
The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.
Global Markets Commentary
Dino Tyrovolas’ Quarterly Newsletter
Quarterly Newsletter
Strategic commentary and an overview of financial markets.
Portfolio Strategy
BMO Focus: A weekly financial digest
Focus

Estate & Succession Planning

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

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

Research

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