Tel: 902-629-2038
Fax: 902-628-6278
Toll Free: 1800-361-3616
Address
137 Queen Street
Suite 300
Charlottetown, PEI
C1A 4B3
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Publications
| 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. | |
| Federal Budget Review 2019 | |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. | |
| 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. | |
| 2019 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| Fee for Advice Solutions | |
| The attached article provides an overview of BMO Nesbitt Burns’ comprehensive selection of fee for advice programs. | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Economic and Market Updates | |
| 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. | |
| Equity Strategy | |
| Strategic commentary on equities and an overview of financial markets. | |
| The Goods | |
| A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts. | |
| Education and Knowledge | |
| 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. | |
| 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. | |
