Marc Vaillancourt
Paul Lalonde
Nathalie Jacob
Tel: 514-286-7361
Fax: 514-286-3583
Address
1501, ave. McGill College
Bureau 3200
Montréal, QC
H3A 3M8
Map
Publications
| Other | |
| Income Splitting for couples | |
| Tax tips for investors | |
| Marginal tax rates by province | |
| Reduce your taxes with a prescribed rate loan | |
| Understanding capital losses | |
| Networth - Chart your own course | |
| Networth - Investor Behaviour | |
| Networth - Professional Portfolio Management | |
| Networth - Communication | |
| Fixed or variable mortgage rate | |
| Trustee services | |
| Trusts for protection and tax savings | |
| Managing Your Wealth | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| Wealth Planning Facts & Figures | |
| This is a helpful resource summarizing important tax, retirement and estate planning information. The attached summary has been recently updated to include Tax-Free Savings Account (TFSA) and Registered Retirement Income Fund (RRIF) changes that were announced in the 2015 Federal Budget. The 2015 top marginal tax rates have also been updated to reflect provincial budget changes. | |
| 2018 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| 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. | |
| 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. | |
| Focus | |
| FOCUS: A Weekly Financial Digest | |
| 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. | |
| Investment Strategy: 2018 Market Outlook | |
| BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year. | |
