Rebecca Broadley
Investment Advisor
Tel: 403-592-0024
Toll Free: 1800-665-7157
Toll Free: 1800-661-5062
Rebecca Broadley
Preston Howell
Address
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1
Map
Crowfoot
101 Crowfoot Way NW
Calgary, Alberta
T3G 2R2
Publications
| 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. | |
| 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. | |
| 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 | |
| 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. | |
| 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. | |
