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Publications

Current News / Affairs

2022 Federal Budget Review

Federal Budget 2022 - Impact on Charities

Education and Knowledge

Networth Newsletter

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

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

When Easy Money Goes in Reverse

Let’s say it like it is. North American Central Banks have painted themselves into a corner by leaving interest too low for too long. This is what is commonly known as “ultra-easy monetary policy” in the parlance of Bay Street. Well, those days are now behind us judging by the increasingly blunt rhetoric from Central Bankers. To wit, Fed Chairman Powell recently said that inflation would stay high in 2022, but he vowed the central bank will do whatever it takes to bring price increases under control. His Bank of Canada (BoC) counterpart Tiff Macklem admitted to misjudging the strength of inflation at the start of the year and pledged to act “as forcefully as needed” to make up for the mistake. Little wonder interest rates have been rising.

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.

Focus

Focus is a weekly financial digest.

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.

Global Markets Commentary

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

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.

Wealth Themes

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Wealth Planning Facts & Figures

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

Tax Planning Strategies

Completing Your 2021 Income Tax Return Checklist

As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.

Tax Tips For Investors

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

2022 Personal Tax Calendar

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.

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.

Research

Equity Research Strengths & Distinctions

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

Rates Scenario

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

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.

Dealing with Employment Transitions

Whether you are taking on early retirement or have been displaced by corporate restructuring. You will soon be facing a number of important decisions.

BMO Annual Retirement Study (2022)

BMO Financial Group’s Retirement Study found that while the average amount Canadians believe they need to retire has increased 12 per cent since 2020 to $1.6 million, fewer than half (44 per cent) of Canadians are confident they will have enough money to retire as planned.

Tax Planning

2021 Tax Documents Overview and Schedule

We appreciate that tax season is an important time of year for investors. Depending on your investment holdings and account activity, you could receive a variety of tax slips that you’ll need to prepare your annual tax return. To help simplify your tax preparation efforts we are providing a brief overview of the various tax slips and supporting documents you may receive from BMO, along with their expected availability dates.

Responsible Investing

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.

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.