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Mark Hougen
Traci Meades
Maria Savino-Woroniuk
Clark Sutter

Address
BMO Nesbitt Burns
Eighth Avenue Place, East Tower
525 8th Avenue SW - Reception on 10th Floor
Suite 1100
Calgary, AB
T2P 1G1
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Monthly and Quarterly Publications

Newsletters
Summer 2020 Newsletter
Estate Freeze/Re-Freeze Strategy for Family Businesses. A potential strategy used by owners of family businesses to transfer wealth or implement a succession plan to manage the tax liabilities on a transfer or death is to “freeze” the value of their shareholdings during lifetime.
Spring 2020 Newsletter
Canada’s COVID-19 Economic Response Plan: Summary of Fiscal and Tax Measures to Support Canadians and Businesses.
Monthly Research Updates
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
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.