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Brad Gross
Michelle Jerred
Jennifer Juuti
Cindy de Jong

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Swift Current, SK
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Publications

Managing Your Wealth
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
Are All Fees Created Equally?
With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.
Estate & Succession Planning
Estate planning for complex family dynamics
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
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
Focus
FOCUS: A Weekly Financial Digest
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Podcast
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
Investment Strategy: 2019 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Evaluating Portfolio Performance
The attached article, Evaluating Portfolio Performance, discusses the different benchmarks and indices that you can use, but also discusses the concept of goals-based investing.
Education and Knowledge
Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP
These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each.
Federal Budget Highlights and Analysis
High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist
Periodic Table of Asset Class Returns
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.