Publications

Tax Planning Strategies
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.
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
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
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.
Current News / Affairs
Quarterly Newletter