Equity Research Strengths & Distinctions

Behind the steadfast investment advice delivered to you by your BMO Nesbitt Burns Investment Advisor is the award-winning research team at BMO Capital Markets....

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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....

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Focus

Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic...

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Global Equity Weekly

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly....

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Why consolidating your accounts makes sense

While most of us are familiar with the “don’t put all your eggs in one basket” golden rule of successful investing, it may mean different things to different people....

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Next Gen: 5 ways to kick-start your charitable giving

Many millennials are at an age where they’ve accumulated enough wealth or disposable income to start donating to causes near and dear to their hearts....

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Investment Strategy

We don’t often think of Switzerland and Canada leading the developed world, but that is exactly what these two countries have recently done, at least in terms of central bank rate cuts....

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Five key factors in navigating legacy planning

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next – and, possibly, even th...

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Capital Gains Inclusion Rate Increase – Insurance Planning

As outlined in our publication, Capital Gains Tax Update: What You Need to Know Now, effective June 25, 2024, the capital gains inclusion rate has increased from one-half to two-thirds for corporations and trusts, and from one-half to two-thirds on t...

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How Donor-advised Funds Can Simplify Your Giving

For the last several years, an increasing number of wealthy Canadians have been turning to donor-advised funds (DAFs) to facilitate their charitable giving. This approach, which allows donors to make a tax-deductible charitable gift, while having a t...

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