Publications

Economic and Market Updates

Portfolio Strategy

Strategic commentary and an overview of financial markets.

Equity and Fixed Income Strategy (summary)

Summary of the strategic commentary on equities and an overview of financial markets.

Research

Rates Scenario

Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Estate & Succession Planning

Engaging the next generation

Are they prepared? Children and grandchildren need to get ready for their roles as inheritors.

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.

Tax Planning Strategies

While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.

Will and Estate Planning

Ensuring a seamless transfer of wealth with an estate plan

Estate planning is the process required to transfer and preserve your wealth in an effective and seamless manner.