Publications

Current News / Affairs
Investment Management CRA Policy Changes

Economic and Market Updates
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Net Worth Newsletters
Networth Newsletter Spring 2017

Networth Newsletter Summer 2017

Networth Newsletter Winter 2017

Net Worth Newsletter Spring 2019

Net Worth Newsletter Spring 2018

Education and Knowledge
Active Portfolio Management

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.
Research
Investment Advice Backed by BMO Capital Markets Industry Leading Research

Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Estate & Succession Planning
Succession Planning for the Family Farm

Charitable Giving

Succession Planning Process

Transferring Your Wealth to Future Generations

Wills That Work for Your Estate Planning Needs

Managing Your Wealth
Collecting the CPP

Is A Professional Corporation Right For You?

Making the Most of Your Retirement Income

Managed Portfolio Account Overview

Tax Planning Strategies
Tax Planning Using Private Companies

Tax Planning for the Family Farm

CRA Foreign Reporting Requirement

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.
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.
Other
The Family Bank-a source of comfort for everyone

Path to Financial Prosperity for Newcomers

Press Release- BMO Nesbitt Burns GBFR Award 2014