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Don Behan
Scott Barnum
Diana Lambropoulos
Nikki Nevison

Tel: 416-359-7607

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Publications

Economic and Market Updates
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
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 Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
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.
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 2018
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.
Noteworthy Articles
Having the family "wealth talk". Here are four tips to remember.
Other
Managed Portfolio Account