Publications

Economic and Market Updates

Global Equity Weekly

September 2, 2022 - _Marketing HQ

Global Equity Weekly

The Goods

September 2, 2022 - _Marketing HQ

Portfolio Strategy

September 2, 2022 - _Marketing HQ

Strategic commentary and an overview of financial markets.

Research

The CRA’s Foreign Reporting Requirements

September 12, 2022 - _Marketing HQ

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

Tax Planning Strategies

The CRA’s Foreign Reporting Requirements

September 12, 2022 - _Marketing HQ

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

COVID-19 Update

In the Eye of the Coronavirus and Oil Storm

March 12, 2020 - _Marketing HQ

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.

Next chapter of this market volatility

April 14, 2022 - _Marketing HQ

On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Brian Belski, Chief Investment Strategist, BMO Capital Markets to discuss what the next chapter of this market volatility could look like.

Oil Hits Another Slick Patch

April 21, 2020 - _Marketing HQ

April 21, 2020: Once again history was made as U.S. crude oil futures plunged below zero for the first time in known history on Monday. The price of a barrel of West Texas Intermediate crude (WTI) for May delivery fell from Friday’s price of $18 to negative $37.63 during Monday trading. This implies that instead of sellers receiving payment for their barrels of oil, they would be expected to pay the buyers to take delivery of their oil.