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Christian Roux
Nancy Belanger
Nektarios Pouliezos
Elizabeth LeComte

Address
Tour McGill College
1501, av. McGill College
Bureau 3200, 30e étage
Montréal, QC
H3A 3M8
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Publications

Tax Planning Strategies
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.

Federal Budget Review
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.

Year-End Tax Planning Tips
While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year.


Managing Your Wealth
BMO Wealth Institute Report
They say it’s better to give than to receive. Judging by their actions, Canadians are big believers in that concept, with an overwhelming majority making financial donations to worthy causes. Not only does it make them feel good, it may also yield favourable tax incentives. Nevertheless, charitable giving in Canada is waning.

Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Equity Research 
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.

Economic and Market Updates
Equity Strategy 
Strategic commentary on fixed income and an overview of fixed income markets.

Portfolio Strategy
Strategic commentary and an overview of financial markets.