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Liz Knuude
Suzanne Gould

Toll Free: 1800-647-3998
Tel: 613-967-2250

Address
210 Front Street
Belleville, ON
K8N 2Z2
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COVID-19 Update
America’s Post-Pandemic Economic Prospects
June 29, 2020: After dealing with the steepest, deepest, and fastest recession in history, there are clear indications that the U.S. economy has begun the first stages of recovery. In this report, we delve deeper into the prospects for economic recovery in the months and years ahead, including what sectors will lead, and which will be constrained. While there are serious challenges ahead for the economy, there are also important reasons to remain positive on the medium-term outlook.
COVID-19 Podcast
July 17, 2020: Recently, the Federal government released an economic and fiscal snapshot providing the first estimate of Canada’s finances post the COVID-19 pandemic. During this podcast, Lesley Marks and Doug Porter will discuss the potential implications of the record deficit for Canadians. We are pleased to share these insights with our valued clients.
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.
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.
Economic and Market Updates
Equity and Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Talking Points
Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets.
Research
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
Why Consolidating Your Accounts Makes Sense
Often a client is unaware of the value of consolidating their investment accounts. This summary highlights how consolidating investment accounts with one Investment Advisor can help simplify life your life, help manage your money more efficiently and give you access to more comprehensive advice for greater financial confidence and security.
The Personal Balance Sheet
Insights into financial priorities on the roadmap of life.
Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Having a TFSA works
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Estate & Succession Planning
Digital Assets and Your Estate Plan
Digital assets include, but are not limited to, online accounts (e.g., social media, email, eCommerce, banking and investment), loyalty programs, cloud storage, domain names, and website content. Until recently, the idea of leaving a digital inheritance wasn’t generally a consideration for most people, but not anymore.
Tax Planning Strategies
Completing Your 2019 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.
How Investment Income is Taxed
When it comes to investment income, all is not equal after tax. Knowing how tax rules affect your investments is essential in order to maximize your after tax return. This publication explains the taxation of investment income held in a taxable account as it pertains to an individual resident in Canada.
Tax & Estate Planning Consequences of Investing in U.S. Securities
This article is written for Canadian residents investing in U.S. securities. Cross-border taxation and U.S. estate tax are both very complex. Accordingly, investors and potential investors should consult their own independent professional tax advisors, who specialize in these areas.
Financial Planning Year-End Checklist
As year-end quickly approaches, it’s important to be mindful of potential year-end investment and financial planning strategies and reminders that could help you reduce your 2018 tax bill and prepare you for a successful 2019.
Strategies to Minimize Capital Gains Tax
Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses realized during the year. This article examines various strategies to help reduce the impact of a potential tax liability of these gains.
Canadian Snowbirds and U.S. Income Tax
Snowbirds – Canadian residents who spend part of each year in the United States – need to be aware of the potential liability to pay U.S. income tax on the same basis as a permanent U.S. resident.
BMO Charitable Giving Program
The BMO Charitable Giving Program, allows you to create a flexible and customized philanthropic solution that will have a lasting impact on causes that matter to you and your family.
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.
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.
Education and Knowledge
Common Investment Terms
A useful reference guide to common financial terms.
Education Planning - For the Children in Your Life
Education planning should be an important component of your overall family wealth management plan.
Canadian Ownership of U.S. Real Property
This article briefly outlines the Canadian and U.S. income and estate tax implications for a Canadian resident (who is not a U.S. citizen or Green Card holder) who purchases U.S. real property as a vacation property, and includes a summary of potential ownership structures when considering a U.S. real property purchase.
Digital Security - Keeping your personal and account information safe
This article provides a few simple ways you can protect yourself online, as well as some key reminders for detecting fraud.
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.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks