Tel: 416-359-6136

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BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Publications

Education and Knowledge

Networth Newsletter

A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.

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.

Focus

Focus is a weekly financial digest.

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.

Tax Planning Strategies

Completing Your 2020 Income Tax Return – Checklist

As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

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.

Newsletters

Investment Insight - Our Quarterly Newsletter

According to recent reports, investors using a U.S. discount brokerage platform are checking their portfolios at an alarming rate of seven times per day. However, frequent portfolio checking may be hazardous to your investing health. My autumn newsletter – “Are You Checking Too Frequently?” – offers some perspectives on behavioural finance and its influence on decision making.

Why Consolidating Your Accounts Makes Sense

Are you a firm believer in not putting “all your eggs in one basket”? This article provides some key insights into why that may not be such a bad idea after all.