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Suzy Brown
Carolyn Bate
Jacqueline Tang

Tel: 416-359-4500

BMO Nesbitt Burns
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3

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Tax Planning Strategies
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.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.