Rebecca Broadley

Investment Advisor

Tel: 403-592-0024
Toll Free: 1800-665-7157
Toll Free: 1800-661-5062

Address

BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map

BMO Nesbitt Burns
Crowfoot
101 Crowfoot Way NW
Calgary, Alberta
T3G 2R2

Contact Us

Publications

Tax Planning Strategies

Tax Slips Overview

In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.

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.

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.

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.

Is Home Ownership a Good Investment?

Owning a home is a financial goal that Canadians strive for. But is it a wise Investment?

Cross Border Considerations

A selection of articles that speak to various U.S. tax considerations for both Canadian and U.S. citizens who have cross border banking needs.

Research

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.

Canadian Housing Fire Needs a Response

The extreme strength of the Canadian housing market has been well documented, and bubble talk is raging.

Investment Strategy: 2021 Market Outlook

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.

The October Effect

A breakdown of market trends in October by Stéphane Rochon, CFA, Equity Strategist and Richard Belley, CFA, Fixed Income Strategist, of BMO Capital Markets

Current News / Affairs

2021 Federal Budget Review

On April 19, Finance Minister Chrystia Freeland presented her first Federal Budget from the minority Liberal government in the House of Commons. Since the government did not introduce a budget in 2020 because of the uncertainty of the COVID-19 pandemic, this was the first Federal Budget in more than two years.

Education and Knowledge

Networth Newsletter

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

An Introduction to Bitcoin and Other Virtual Currencies

What is a Virtual Currency and how does it work? Our BMO Portfolio Advisory Team has a concise explanation of Virtual Currencies.

Talking to Your Kids About Money

Talking to Your Kids About Money, provides tips and teaching tools that can be incorporated into family conversations, whether a child (or grandchild) is elementary school aged or will soon be heading away to college or university.