Publications
| 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. |
|
| 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. |
|
| One contribution at a time. |
| Staying on course to meet your retirement goals means making a regular contribution to your RSP. You have until March 2, 2015 to make your 2014 RSP contribution. The maximum RSP contribution amount for the 2014 tax year is $24,270.
Make sure you stay on track. Contact me today. |
|
| 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. |
|
| The Goods |
| A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts. |
|
| Current News / Affairs |
| Quarterly Newletter |
|
|
