Publications
| Tax Planning Strategies |
| Year-End Tax Planning Tips |
| While tax planning should be a year-round activity, this publication outlines some tax planning opportunities that may help you reduce your tax bill for the current year. |
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| 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. |
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| Federal Budget Review 2018 |
| A summary of the annual Canadian Federal Budget and its implications on personal income tax measures. |
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| 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. |
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| 2018 Wealth Planning Facts & Figures |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. |
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| Research |
| Rates Scenario |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. |
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| Equity Research Strengths & Distinctions |
| Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas. |
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| 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. |
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| Fixed Income Strategy |
| Strategic commentary on fixed income and an overview of fixed income markets. |
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| Portfolio Strategy |
| Strategic commentary and an overview of financial markets. |
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| Investment Strategy: 2019 Market Outlook |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. |
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| Monthly Market Commentary |
| The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets. |
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