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BMO Nesbitt Burns

1400-1675 Grafton St
Halifax, NS
B3J 0E9
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Publications

COVID-19 Update

Update on Canada’s COVID-19 Economic Response Plan

Summary of Federal Fiscal and Tax Measures to Support Canadians and Businesses - November 2021

Client Report: The New Variant and Market Volatility

Prepared by the BMO Nesbitt Burns Portfolio Advisory Team to provide perspective on the market volatility over the last week lead by two major developments: (1) the emergence of a new COVID virus variant – Omicron; and (2) U.S. Federal Reserve (“Fed”) Chairman Powell admitting that higher than target inflation should no longer be described as transitory, and it may have to further slow the pace of bond purchases.

Education and Knowledge

Networth Newsletter

A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.

Contribution Reminder for Your RRSP / TFSA / RESP

Maximizing the value of your registered plans by making annual contributions to your Registered Retirement Savings Plan (“RRSP”), Tax-Free Savings Account (“TFSA”), and Registered Education Savings Plan (“RESP”) is an important wealth planning strategy. By making your annual contribution(s) early in the year, you’ll benefit from the tax-sheltered growth all year long.

Teaching your children about money

When a child starts to receive or earn their own money through an allowance, family gifts or a part-time job, their natural instinct is to spend it all. However, it’s never too early to start teaching children the importance of savings, and to respect the fact that money can also serve other goals, like sharing it to help others.

Economic and Market Updates

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Global Equity Weekly

A look at what happened in the equity markets over the past week and an update on the earnings reports.

Focus

Focus is a weekly financial digest.

Global Markets Commentary

The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.

Talking Points

Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets.

IN Tune Podcast

IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets.We explore key emerging themes and trends to help you manage your wealth with confidence.

Research

Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Equity Research Strengths & Distinctions

Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.

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.

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.

Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.

Tax Planning Strategies

Tax Slips Overview

In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.

Tax Tips For Investors

Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.

Retirement Planning

Helpful Resources for Canadian Seniors

Canada is rich in information resources and this overview consolidates key references providing easy access to senior information.

Responsible Investing

Considering Responsible Investing? Here's Why You Should

For many, 2020 was seen as a “critical year for addressing climate change.” Riding on a wave of environmental activism, the hope was that the 2020 UN Climate Change Conference (COP26), scheduled in November of last year, would solidify plans to reduce global carbon emissions. Instead, COVID-19 and anti-racism movements refocused public attention, overshadowing many pressing environmental concerns and postponing COP26. But while this period of upheaval seems to have sidelined the momentum that environmental concerns were gaining, the social inequalities revealed have pushed many conscious investors to explore sustainable investments — specifically those focused on companies with strong environmental, social, and corporate governance (ESG) principles.

3 Tips on Engaging in Impact Investing for Gender Equality

As the pandemic rages on, the financial effects continue to ripple through the economy, affecting many in its path. Especially in these times, it’s getting more and more important for people to make investments that have a positive impact in the world.