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Home
Who We Are
Working with Us
Our Services
Our Philosophy
Our Approach
Financial Planning
Trusted Advice for Life
Our Process
Let's Get Started
The Importance of Financial Planning
Helpful Resources
BMO Private Wealth Insights
Contact Us
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Home
Who We Are
Working with Us
Our Services
Our Philosophy
Our Approach
Financial Planning
Trusted Advice for Life
Our Process
Let's Get Started
The Importance of Financial Planning
Helpful Resources
BMO Private Wealth Insights
Contact Us
Helpful Resources
Economic and Market Updates
Weekly Strategy Perspectives
Weekly Strategy Perspectives provides key themes and views with respect to investment strategy based on events and their impact on equity and fixed income markets over the past week.
Weekly Strategy Perspectives
Investment Strategy
Strategic commentary and an overview of financial markets.
Investment Strategy
Global Equity Weekly
The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.
Global Equity Weekly
Focus
Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic issues.
Focus
Global Markets Commentary
Our experts provide an overview of recent global events and their impact on the markets.
Global Markets Commentary
Research
Rates Scenario
Rates Scenario, covering currencies and markets outside of the U.S. and Canada.
Rates Scenario
Managing Your Wealth
The Importance of Financial Planning
The Importance of Financial Planning
The Importance of Financial Planning
Having a TFSA works
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Having a TFSA works
Collecting the CPP
Here are some general considerations to keep in mind when deciding what age to start collecting the CPP retirement benefit and determining how much it will be.
Collecting the CPP
2025 Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
2025 Wealth Planning Facts & Figures
Estate & Succession Planning
Preparing Your Last Will and Testament
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
Preparing Your Last Will and Testament
Estate Information Organizer
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
Estate Information Organizer
Planning for the Family Vacation Property
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Planning for the Family Vacation Property
Tax Planning
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.
Tax Tips For Investors
Tax Reporting Guide for BMO Nesbitt Burns
This Guide provides an overview of tax reporting for BMO Nesbitt Burns clients, information about filing deadlines, estimated mailing dates of tax slips, answers frequently asked questions about the annual tax season, and provides other information to help simplify your tax preparation efforts.
Tax Reporting Guide for BMO Nesbitt Burns
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.
The CRA’s Foreign Reporting Requirements
Current News / Affairs
The Tariff Man Strikes Again
The Through Line: Over the weekend, it was announced that U.S. President Donald Trump intended to institute a blanket 25% tariff on all goods imported from Mexico and a similar 25% on all imports from Canada except energy which will be levied at 10%. An additional 10% tariff on all Chinese imports was also announced. While the use of tariffs was a frequent campaign trail promise, applying them in a blanket fashion – and to two primary trading partners was a surprise. Equity, fixed income, commodity and currency markets are likely to react sharply over the next few days as last-minute negotiations are sought and/or counter tariffs announced. This remains a highly fluid situation and we urge patience and calm as details evolve.
The Tariff Man Strikes Again
2024 Federal Budget Review
The 2024 Federal Budget Review was prepared by our in-house BMO Private Wealth tax professionals: John Waters, Vice-President, Director of Tax Consulting Services and Dante Rossi, Director, Tax Planning.
2024 Federal Budget Review
Education and Knowledge
Networth Newsletter
Networth Newsletter
Networth Newsletter