Angela Galer-Grist
Associate Portfolio Manager, Investment Advisor, CFP®
Tel: 905-681-6031
Toll Free: 1800-403-8147
Fax: 905-681-2953
Angela Galer-Grist
Frank LaPierre
Chris Markou
Piero Mazza
Address
429 Elizabeth Street
Burlington, ON
L7R 2L8
Map
Publications
| Tax Planning Strategies | |
| Separation, Divorce and Your Financial Plan | |
| Separation, Divorce and Your Financial Plan outlines the financial and tax implications of a breakdown in a relationship for issues relating to both married and unmarried (i.e., “common-law”) spouses. | |
| Managing Your Wealth | |
| BMO Wealth Institute Report | |
| Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future. | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Economic and Market Updates | |
| Global Equity Weekly | |
| A look at what happened in the equity markets over the past week and an update on the earnings reports. | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| The Goods | |
| A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts. | |
| Education and Knowledge | |
| Periodic Table of Asset Class Returns | |
| 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. | |
| The Benefits of Going Paperless with BMO Nesbitt Burns Gateway | |
| This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research. | |
| Investment Advice | |
| This article offers a look at how the BMO Capital Markets team is comprised and the notable credentials they’ve achieved. | |
| Accessing U.S. Diversification Through Leading BMO Solutions | |
| This article outlines why U.S. diversification is so important and recommends a number of BMO U.S. investment options. | |
