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

New Tax Reporting Requirements for Trust

Trusts are powerful instruments in tax and estate planning. Broadly speaking, a trust is a relationship between a settlor and a trustee in which the trustee holds property transferred by the settlor for the benefit of beneficiaries specified by the settlor. Using this basic framework, a variety of arrangements are possible and significant planning objectives can be met

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.

Estate & Succession Planning

Planning for the Family Vacation Property

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

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

Equity and Fixed Income Strategy

Strategic commentary on equity and fixed income as well as an overview of fixed income markets.

Investment Strategy: 2022 Market Outlook

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

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.

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

2022 Federal Budget Review

Federal Budget 2022 - Impact on Charities

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.