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Rebecca Broadley

Investment Advisor

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

Rebecca Broadley
Preston Howell

525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1

Other Locations

101 Crowfoot Way NW
Calgary, Alberta
T3G 2R2

Contact Us


Tax Planning Strategies
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.
Consider Tax-Loss Selling in Your Year-End Planning
This article explains how tax-loss selling works, and what to consider before implementing the strategy.
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.
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.
Post-Election Economic Landscape
Chief Economist Douglas Porter comments on the 43rd Canadian federal election.
US Strategy Comment
Chief Investment Strategist Brian Belski's US strategy and comments.
Equity Strategy
Strategic commentary on equities and an overview of financial markets.
Investment Strategy: 2019 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
Stop Fretting About the Yield Curve, for Now
Chief Investment Strategist Brian Belski's outlook on the state of the yield curve.
A Bond Bear Market? Bring It On!
After years of declarations that the bull market in bonds is over and the rise in interest rates was imminent, are we finally there? What does that mean for your fixed income portfolio?
Current News / Affairs
How Do You Spell Relief? USMCA
Douglas Porter, BMO Capital Markets Chief Economist breaks down the new USMCA trade agreement between Canada, The United States and Mexico
Education and Knowledge
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.
The Day After NAFTA
Tax Proposals Affecting Private Corporations -
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.