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Patrick Cooke
Jeff Katzin
Sandra Kozlovic
Kassandra MacIntyre
Michael Peterkin

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Publications

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.
Generation Why!
Take notice of millennials – they’re devoted, educated, and focused to succeed.
Days of Wine and Roses … and Prenups
For recently engaged couples the future looks promising, filled with wedded bliss and happily-ever-after. However, in love and marriage, the law giveth and the law taketh away. This article discusses how a prenuptial agreement (also referred to as a marriage contract) can help protect your assets from being “taken” in the event of a divorce.
Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.