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Bonnie Richmond
Jacqueline Lee

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BMO Nesbitt Burns
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100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Publications

Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Current News / Affairs
Autumn 2020 Investment Insight Newsletter
Those of us who follow the markets on a regular basis have watched as the major indices have made a steady climb from the lows experienced in March of this year.
Creating a Will during COVID-19
A will is the cornerstone of any estate plan and creating one on your own is not difficult these days using the support of a will kit or online tool. However, there may be good reasons to exercise caution.
Summer 2020 Investment Insights Newsletter
Summer is usually the time for leisurely pursuits, but this year we face new challenges.
Perspectives on Investing & the COVID-19 Impact
The impact of the Covid-19 virus continues to change each week. Here are some current perspectives for investors during these uncertain times.
Spring 2020 Investment Insight Newsletter - Weathering the Coronavirus
Over recent months, the world has been caught off guard by the spread of the coronavirus. While there will undoubtedly be short-term economic impacts, we should remember that the situation is expected to eventually be resolved. This, too, shall pass…
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.
Tax Planning Strategies
Completing Your 2019 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.
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.
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.