Research

COVID-19 Update
COVID-19 Podcast
On April 1, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Richard Belley, Fixed Income Strategist and Portfolio Manager, BMO Nesbitt Burns Portfolio Services Group, to discuss the bond markets, interest rates, central banks and Fixed Income Exchange-traded Funds. Listen to a playback of the conversation: 1-866-595-3735 I ID 306731092#
Canada’s COVID-19 Economic Response Plan
In a response to the COVID-19 outbreak, on March 18, 2020, the Federal government announced an economic proposal that includes a set of fiscal and tax measures. The aid package includes an estimated $82B to support individual Canadians and businesses, including a deferral of the 2019 individual tax return filing deadline, deferral of certain personal and corporate tax liabilities, and a 25% reduction in required 2020 RRIF minimum payments. Canada’s COVID-19 Economic Response Plan provides a summary of select measures that impact individuals and businesses. Please contact the office if you have any questions.
Other
Estate Freeze

Fixed Reset Preferred - An Explanation

How Investment Income is Taxed

Insured Annuity

Real Return Bonds

BMO Nesbitt Burns Gateway®
This article provides an overview of the information and tools available through Gateway. A key feature of Gateway is the ability to access your BMO Nesbitt Burns account statements and trade confirmations electronically by signing up for eDocuments.
Tax Planning Strategies
Personal Tax Calendar 2020
Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2020 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
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
How Do You Spell Relief? USMCA
What’s in the Deal, and Why It Matters, the Implications for Markets and the Economy
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
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.
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: 2020 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
Education and Knowledge
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.