Publications

Education and Knowledge

Periodic Table of Asset Class Returns

September 1, 2020 - _Marketing HQ

As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.

Investing Handbook

September 1, 2022 - _Marketing HQ

Understanding the Three Major Asset Classes:Cash, Bonds and Stocks

Current News / Affairs

2022 Federal Budget Review

September 1, 2022 - _Marketing HQ

Finance Minister Chrystia Freeland presented her second Budget (and first from the re-elected minority Federal Liberal government) in the House of Commons on April 7, 2022.

Economic and Market Updates

Wealth Experience Podcast

September 2, 2022 - _Marketing HQ

Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.

Tax Planning Strategies

2023_Personal Tax Calendar

September 2, 2022 - _Marketing HQ

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.

COVID-19 Update

May 4, 2020: There is an interesting paradox occurring today where the current economic and market environment is described as ‘unprecedented,’ yet there are consistent parallels drawn between the present circumstances and the Great Depression of the early twentieth century.