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Michael Dorfman
Dustin Mann
Victoria Chau
Liza Cheong
Femi Orenuga
Milica Vukovic

Tel: 416-359-4914

First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3


Quarterly Newsletter, Fall 2013
Quarterly Newsletter, Spring 2013
Quarterly Newsletter, Summer 2012
Quarterly Newsletter, Winter 2012
Investing Handbook 2014
Understanding Capital Losses
Financial Planning Questionnaire
Tax Planning Strategies
Tax Slips Overview
In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.
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.
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.
Managing Your Wealth
Investment horror stories - and the lessons they teach
Read Michael's contribution to Morningstar Canada's "Investment horror stories - and the lessons they teach" article published on October 29th, 2019.
Frontier markets offer significant reawrds but with a commensurate level of risk
Read Michael's contribution to an article regarding Frontier Markets. Published in The Globe and Mail Report on Business on June 28th, 2019, author David Israelson.
Budget measures aimed at home buyers could put retirement savings at risk
Read Michael's contribution to an article regarding the new federal budget's offering for home buyers. Published in The Globe and Mail, March 29th, 2019, author David Israelson.
How can you help clients deal with "Gen-X sandwich"
Read Michael's contribution to the article written by James Burton, published in "Wealth Professional Canada"
Good Times Magazine - Rent or Buy?
Article comparing renting vs. buying in the Toronto market - Michael Dorfman contributed as subject matter expert.
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 2019 Federal Budget. The 2019 top marginal tax rates have also been updated to reflect provincial budget changes.
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
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
Monthly Market Update December 2019
2019 Federal Budget Review
Portfolio Strategy
Strategic commentary and an overview of financial markets.
FOCUS: A Weekly Financial Digest
Investment Strategy: 2020 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Portfolio Management
Strategic commentary and an overview of financial markets.
Education and Knowledge
Ten Ways to Promote Financial Literacy to Your Children
Teaching Your Children About Money
2019 Wealth Planning Facts & Figures
You are invited: Podcast - 2019 Market Outlook: The Year Ahead
We’d like to extend an invitation for you to tune into the new BMO Wealth Management podcast 2019 Market Outlook - The Year Ahead and hear what our panel expects to see in the coming year, and opportunities for investors. Featured in the podcast are: Brian Belski, BMO Capital Markets; Stéphane Rochon, BMO Nesbitt Burns; Lesley Marks, BMO Private Banking; and Michael Gregory, BMO Capital Markets. To access the podcast, go to
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
BMO Experts Share Their Most Important Investment Lessons
Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.