BMO Nesbitt Burns
1 First Canadian Place
38th floor, P.O. Box 150
A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.
Strategic commentary and an overview of financial markets.
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Focus is a weekly financial digest.
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
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.
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.
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.
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.
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.