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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
Monetary and Fiscal Stimulus: The Twin-Barreled Response to COVID-19
The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides an update 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.
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.
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.
Canada’s COVID-19 Economic Response Plan
April 14, 2020: In response to the COVID-19 outbreak, on March 18, 2020, the federal government announced an initial economic proposal that included many significant fiscal and tax measures. Since this date, several measures have been enacted into law and additional measures proposed to boost the amount of support to Canadians and businesses.Canada’s COVID-19 Economic Response Plan provides a summary of select measures that impact individuals and businesses. Please contact the office if you have any questions.
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.
The Volatility Strikes Back
Given the market's recent volatility, the BMO Nesbitt Burns Portfolio Advisory Team has prepared a client communication to provide perspective on these events. 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.
Focus
Focus is a weekly financial digest.
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Current News / Affairs
Return of the Exogenous Shock
The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the Coronavirus outbreak, and its 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.
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.