| Education and Knowledge |
| Investing Handbook |
| Understanding the Three Major Asset Classes:Cash, Bonds and Stocks |
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| Federal Budget Highlights and Analysis |
| High Times
Douglas Porter, CFA, Chief Economist
Robert Kavcic, Senior Economist |
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| Periodic Table of Asset Class Returns |
| As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more. |
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| Economic and Market Updates |
| Wealth Experience Podcast |
| Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast. |
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| Tax Planning Strategies |
| Personal Tax Calendar 2020 |
| Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year. |
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| COVID-19 Update |
| 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. |
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| 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. |
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