Publications

My pandemic investment plunged 80%. Here's what I learned

Read Michael's contribution to an article highlighting a young woman's investment journey during the pandemic. Published in The Globe and Mail on March 26th 2022.

Financial Planning Questionnaire

Completing Your 2021 Income Tax Return Checklist

As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.

Tax Tips For Investors

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

Tax Slips Overview

In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.

Investment horror stories - and the lessons they teach

Read Michael's contribution to Morningstar Canada's "Investment horror stories - and the lessons they teach" article published on October 29th, 2019.

Frontier markets offer significant reawrds but with a commensurate level of risk

Read Michael's contribution to an article regarding Frontier Markets. Published in The Globe and Mail Report on Business on June 28th, 2019, author David Israelson.

Budget measures aimed at home buyers could put retirement savings at risk

Read Michael's contribution to an article regarding the new federal budget's offering for home buyers. Published in The Globe and Mail, March 29th, 2019, author David Israelson.

How can you help clients deal with "Gen-X sandwich"

Read Michael's contribution to the article written by James Burton, published in "Wealth Professional Canada" www.wealthprofessional.ca/the-frontline/how-can-you-help-clients-deal-with-genx-sandwich-252920.aspx

Good Times Magazine - Rent or Buy?

Article comparing renting vs. buying in the Toronto market - Michael Dorfman contributed as subject matter expert.

Wealth Themes

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.

Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

2022 Federal Budget Review

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Investment Strategy: 2022 Market Outlook

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.

Focus

Focus is a weekly financial digest.

Ten Ways to Promote Financial Literacy to Your Children

Teaching Your Children About Money

Investing Handbook

Understanding the Three Major Asset Classes:Cash, Bonds and Stocks

BMO Experts Share Their Most Important Investment Lessons

Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.