Publications

Other
Caretaker and Incentive Trusts for Adult Children

Charitable Giving

Contingency Risk

How to Keep the Cottage in the Family

Probate Fees and Taxes

RESP's and the Canada Education Savings Grant

Strategies to successfully manage longevity risk

Tax Planning for an Inheritance

The Why and When of Wills

Trusts for a Surviving Spouse

Understanding The Basic RRSP Rules

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.
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
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
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.