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Contact Us

Lianne Di Rocco
Teresa Bellissimo
Gillian Singh
Shakira Synon

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
Map

Other Locations

Forest Hill Village
437 Spadina Road
Toronto, ON
M5P 2W3

Publications

COVID-19 Update
Update on Canada’s COVID-19 Economic Response Plan
July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. Please contact the office if you have any questions.
COVID-19 Podcast
July 17, 2020: Recently, the Federal government released an economic and fiscal snapshot providing the first estimate of Canada’s finances post the COVID-19 pandemic. During this podcast, Lesley Marks and Doug Porter will discuss the potential implications of the record deficit for Canadians. We are pleased to share these insights with our valued clients.
Unprecedented
March 19, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the on the unprecedented shock COVID-19 has had on equity and fixed income markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
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.
Completing Your 2019 Income Tax Return – Checklist
As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.
Tax Tips For Investors
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
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.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
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.
Equity and Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.