Lawrence Ross
Jonathan Gottesman
Frances Dimou
Georgia Kapogianis
Address
BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Publications
Will and Estate Planning
Estate Planning for Digital Assets
When developing a comprehensive estate plan for the transfer of assets, it’s important to understand and obtain informed guidance on an often overlooked group of assets: your digital assets. These assets are constantly and rapidly changing, and are increasingly subject to cyber threats. That’s why it’s so important to understand not only how digital assets work, but also the best way to finalize and safely dispose of them once you are gone.
Business Advisory & Succession Planning
Considerations of a Financial Analyst in the Sale of Business
When it comes to valuation and the value of an enterprise, applying a multiple to Normalized EBITDA (“Earnings Before Interest Taxes Depreciation & Amortization”) is an approach often used to value a company for the purposes of a sale, merger or acquisition. The value of a company is based on the risk of achieving future cash-flows, future growth opportunities, and capital requirements to maintain and grow the business.
Other
Different Ownership Structures for Real Estate Investment Property
Investing in real estate has always been a popular investment strategy for building wealth, particularly in active housing markets and big cities like Toronto, Vancouver and Montreal. No matter where you choose to invest, the decision to purchase real estate should be reviewed with your tax and legal advisors to understand the tax and legal issues applicable to your particular circumstances, and to determine whether it is a suitable option for your situation.
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.
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
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Global Markets Commentary
The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.
Investment Strategy: 2021 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Current News / Affairs
2021 Federal Budget Review
On April 19, Finance Minister Chrystia Freeland presented her first Federal Budget from the minority Liberal government in the House of Commons. Since the government did not introduce a budget in 2020 because of the uncertainty of the COVID-19 pandemic, this was the first Federal Budget in more than two years.
