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David Cimpello
Royden Costantini, CFP
Jessica McCoy (Canonico), CFP

Address
1600 Carling Ave.
Suite 700
Ottawa, ON
K1Z 1B4

Other Locations

BMO Signature Centre
100-499 Terry Fox Drive
Kanata, ON
K2T 1H7

BMO Van Leeuwen Centre
2-420 Hazeldean Road
Kanata, ON
K2L 4B2

BMO Stittsville Branch
5673 Hazeldean Road
Stittsville, ON
K2S 0P2

Publications

COVID-19 Update
Global Markets Commentary – Netflix at Home or Theme Park Thrills?
Global Markets Commentary – July 2020 Part of my service commitment is to provide timely and insightful information to keep you updated and assist you in making informed investment decisions. The attached Global Markets Commentary, written by Lesley Marks, Chief Investment Officer, BMO Private Wealth, provides an overview of recent global events and their impact on the markets. If you have any questions or would like to discuss your portfolio, please contact the office.
Update on Canada’s COVID-19 Economic Response Plan
July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. Please contact the office if you have any questions.
Beware of the Parallels Between Today and the Great Depression
May 4, 2020: There is an interesting paradox occurring today where the current economic and market environment is described as ‘unprecedented,’ yet there are consistent parallels drawn between the present circumstances and the Great Depression of the early twentieth century.
Next chapter of this market volatility
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Brian Belski, Chief Investment Strategist, BMO Capital Markets to discuss what the next chapter of this market volatility could look like.
In the Eye of the Coronavirus and Oil Storm
March 12, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the Coronavirus, the oil market-share war, and their impact on the markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
Unprecedented
March 19, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the on the unprecedented shock COVID-19 has had on equity and fixed income markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
Extra-ordinary Measures for Extra-ordinary Times
March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic.
Managing Your Wealth
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
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
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Focus
Focus is a weekly financial digest.
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.