Skip Navigation

Contact Us

Julie Delaney
Karen Morrissette

Tour McGill College
1501, av. McGill College
Bureau 3200, 30e étage
Montréal, QC
H3A 3M8


How Investment Income is Taxed
Donating Apprciated Securities
Reduce Your Taxes With a Prescribed Rate Loan
Strategies to Minimize Capital Tax
Survivor Income Needs
Planning for Incapacity
Your Plan for the Family Vacation Property
Philanthropy and Giving Back-Your Giving Strategy
Understanding Personal Holding Companies
Tax Planning Strategies
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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.
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.