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Julie Delaney
Karen Morrissette


1501 avenue McGill College
Bureau 3200
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 2019
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.
Education and Knowledge
Teaching Your Children About Money