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Contact Us

Mark MacNaughton
Shane MacNaughton
Suzanne Mathieu

Tel: 306-780-9700

Address
2103-11th Ave.
Suite 1171
Regina, SK
S4P 3Z8

Other Locations

Bank of Montreal - Northgate
305 Albert Street N
Regina, Saskatchewan
S4R 3C3

Bank of Montreal - Yorkton
15 Broadway St E
Yorkton, Saskatchewan
S3N 0K2

Publications

Other
A Case Study on Trusts for a Surviving Spouse
A Guide to Granting Powers of Attorney
Caretaker and Incentive Trusts for Adult Children
Estate Planning
In a Time of Loss
Is it Wise to Make Gifts to Adult Children?
Joint Ownership of Property: Pros & Cons
Locked-In Registered Plans
Probate Fees and Taxes
RESPs: Your Contributions and Grants
Retiring Allowances: The Silver Lining
RRIFs - Tips & Considerations
RRSPs - Make Your Money Work as Hard as You Do
RRSPs: Saving Tips & Strategies
TFSA - Having a TFSA works
The RRIF Payout Schedule
The Why and When of Wills
Trust Planning for the Disabled
Trusts for Protection and Tax Savings
Understanding the Basic RRSP Rules
US Estate Tax for Canadians
Wills that Work
Your Guide to Understanding Registered Plans
Your Plan for the Family Vacation Property
Your RRSP Maturity Options
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.
Federal Budget Review 2018
A summary of the annual Canadian Federal Budget and its implications on personal income tax measures.
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
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Fixed Income Strategy
Strategic commentary on fixed income and an overview of fixed income markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.