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Bonnie Richmond
Jacqueline Lee

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

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Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Current News / Affairs
Beyond the Bull Market: The Value of Advice
If there's one thing that the pandemic has taught us, it's to expect the unexpected. The financial markets have continued to hit all-time highs, despite what has been happening on the ground. As such, I wanted to provide some thoughts on the value of professional advice in investing. Please see, Beyond the Bull Market: The Value of Advice.
The Pendulum Swings
Investor sentiment can swing from one extreme to another - as the markets continue to climb, consider how today's concerns differ sharply from just one year ago. My spring newsletter offers some thoughts on why "The Pendulum Swings."
Maintaining Balance in Your Portfolio
If the turbulence of the markets prompts you to want to take action, here are some constructive opportunities to make adjustments to your portfolio. Please view the link for Maintaining Balance in Your Portfolio.
Common Investing Errors
Uncertain times often highlight the mistakes that investors can make with their portfolios. Please view the link for Common Investing Errors.
Investment Insight For 2021: Brighter Days Ahead
Amidst the many hardships created by the pandemic, there may be prudent lessons that can assist us in finding greater financial success. As we look to better times to come, here are some reminders. See page 4, Lessons from the Pandemic.
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 2020 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.