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Publications

Tax Planning Strategies
2019 Year-End Tax Planning Tips
Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider in order to reduce your 2019 tax bill. This article includes some year-end tax-saving strategies that may be available to you, depending on your personal situation.
Managing Your Wealth
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Estate & Succession Planning
Digital Assets and Your Estate Plan
This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.
Economic and Market Updates
The Volatility Strikes Back
August 15, 2019 Given yesterday’s market volatility, the BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on these events. 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. Bruce Ferman Head, Investment Management
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Education and Knowledge
Digital Security - Keeping your Personal and Account Information Safe
It is important to know how to keep your information secure. This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud.
EdgePoint Academy - A history of herding
Ever thought about the similarities between picking winning investments and choosing winners in a beauty contest? We have! To help investors avoid the common mistake of following the crowd, A history of herding and the value of sound advice, will take you back in time.