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Derrick Dixon
Patrick Graham
Amy Crawford

Tel: 613-267-8211
Fax: 613-267-8266

Address
BMO Nesbitt Burns
67 Brock Street
Kingston, ON
K7L 1R8
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BMO Nesbitt Burns
30 Gore Street East
Perth, Ontario
K7H 1H5

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Tax Planning Strategies
The CRA’s Foreign Reporting Requirements
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.
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.
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.
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
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.