Economic and Market Updates

Equity and Fixed Income Strategy

July 3, 2023 - __Marketing HQ

Strategic commentary and an overview of financial markets.

Global Markets Commentary - Dec 2022

October 5, 2022 - __Marketing HQ

The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.

Investment Strategy: 2023 Market Outlook

September 2, 2022 - __Marketing HQ

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.

Will and Estate Planning

Business Advisory & Succession Planning

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.


The Stake Newsletter

October 25, 2022 - __Marketing HQ

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

September 12, 2022 - __Marketing HQ

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.


Rates Scenario

September 14, 2022 - __Marketing HQ

Rates Scenario, covering currencies and markets outside of the U.S. and Canada.

Current News / Affairs

_Federal Budget Review

March 29, 2023 - __Marketing HQ

The 2023 Federal Budget Review was prepared by our in-house BMO Private Wealth tax professionals: John Waters, Vice-President, Director of Tax Consulting Services and Dante Rossi, Director, Tax Planning.