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David Beattie
Darren Wolpert

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BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Publications

Publications
COVID-19 Update
COVID-19 Podcast
February 02: In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world.
Oil Hits Another Slick Patch
April 21, 2020: Once again history was made as U.S. crude oil futures plunged below zero for the first time in known history on Monday. The price of a barrel of West Texas Intermediate crude (WTI) for May delivery fell from Friday’s price of $18 to negative $37.63 during Monday trading. This implies that instead of sellers receiving payment for their barrels of oil, they would be expected to pay the buyers to take delivery of their oil.
Tax Planning Strategies
How Investment Income is Taxed
When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after-tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.
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.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
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.
Meeting With Your Financial Advisor As A Couple
According to a BMO Financial Group study,1 87 per cent of married persons or those in a serious relationship reported having a discussion with their partner about retirement; however, just 25 per cent of these engaged in a detailed discussion about retirement, and fewer than half covered key topics about what their ideal retirement will look like and how they’ll achieve their retirement goals.
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.
Focus
Focus is a weekly financial digest.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Wealth Experience Podcast
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
BMO ETF Portfolio Strategy Report
This report highlights our strategic and tactical portfolio positioning strategies for the second quarter using various BMO Exchange Traded Funds. Our key strategy changes are outlined throughout the report and in our quarterly outlook on page six.
Current News / Affairs
2021 Federal Budget Review
On April 19, Finance Minister Chrystia Freeland presented her first Federal Budget from the minority Liberal government in the House of Commons. Since the government did not introduce a budget in 2020 because of the uncertainty of the COVID-19 pandemic, this was the first Federal Budget in more than two years.
Education and Knowledge
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.
Impact of Sequence of Returns on Your Retirement Portfolio
This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings.