Richard Goulet
Krista Guillemette
Roxanne Laporte
Tel: 613-562-6400
Tel: 613-742-6677
Address
979 Bank Street, 6th Floor
Ottawa, ON
K1S 5K5
Map
2666 Innes Road
Ottawa, Ontario
K1B 4Z5
2446 Bank Street
Ottawa, Ontario
K1V 1A4
Publications
| Newsletter | |
| Networth Newsletter - Spring 2018 | |
| Networth Newsletter - Winter 2018 | |
| Networth Newsletter - Fall 2017 | |
| Networth Newsletter - Summer 2017 | |
| Networth Newsletter - Spring 2017 | |
| Networth Newsletter - Winter 2017 | |
| Networth Newsletter - Fall 2016 | |
| Networth Newsletter - Summer 2016 | |
| Economic and Market Updates | |
| The Goods | |
| A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts. | |
| Portfolio Strategy | |
| Strategic commentary and an overview of financial markets. | |
| Research | |
| Rates Scenario | |
| Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts. | |
| Estate & Succession Planning | |
| Top 10 Reasons to Consider a Corporate Executor | |
| Estate Information Organizer | |
| Managing Your Wealth | |
| Banking on Both Sides of the Border | |
| Each year, many Canadians spend time in the United States, either for business or personal reasons. At some point, you may find that you require U.S. banking products or services if, for example, you purchase property down south, relocate for work, or send your child to a school in the U.S. Banking on Both Sides of the Border provides an overview of BMO Bank of Montreal’s cross-border banking products and services, which are available through BMO’s U.S. affiliate, BMO Harris Bank. | |
| Wealth Themes - An Introduction to Artificial Intelligence | |
| The term Artificial Intelligence (“AI”) may bring to mind images of robots and drones, but AI isn’t a futuristic idea – it’s already part of our daily lives. The attached article, An Introduction to Artificial Intelligence, looks at how different industries from finance to agriculture are using AI to their advantage. | |
| Wealth Themes - An Introduction to Bitcoin and other Virtual Currencies | |
| Cryptocurrencies, such as Bitcoin, are a form of digital money that can be used to purchase goods and services instead of paying with your local currency. They are not controlled or regulated by any single authority and can be issued without any major approval process. The attached article is designed to help you speak intelligently about digital currencies, or “cryptocurrencies.” Although I do not condone these investments, it is valuable to remain in-the-know as market dynamics continue to be affected by technological change and emerging tech investment themes. | |
| Wealth Themes - For Baby Boomers, Is Time On Their Side | |
| 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. | |
| 2018 Wealth Planning Facts & Figures | |
| This 2-page summary includes relevant and important tax, retirement, and estate planning information. | |
| Wealth Themes | |
| Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners. | |
| Tax Planning Strategies | |
| U.S. Citizens Living in Canada | |
| Many U.S. citizens have lived in Canada most of their lives, and often think of themselves as Canadians. This may be true in terms of national pride and culture; however, their U.S. citizenship means they must fulfil their U.S. income tax filing requirements, regardless of where they call home, and how much time they spend in the U.S. U.S. Citizens Living in Canada provides a general overview of issues and considerations for U.S. citizens who are Canadian residents for income tax purposes. The report also includes U.S. tax reform changes that took effect for 2018. | |
| Canadian Ownership of U.S. Real Property | |
| If you’re considering the purchase of a vacation property in the U.S., it’s important to understand U.S. reporting and tax implications of owning U.S. real estate, in addition to any Canadian tax implications. | |
| Tax Tips For Investors | |
| 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. | |
| Canadian Ownership of U.S. Real Property | |
| Pension Income Splitting | |
| Personal Tax Calendar 2018 | |
| Tax planning should be a year round activity, in order to maximize the savings opportunities available to you. The Personal Tax Calendar has been updated for 2018 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year. | |
| 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. | |
| Other | |
| Understanding Personal Holding Companies | |
| Nick Murray - Six Steps to Controlling What You Ca | |
| RRSPs: Saving Tips & Strategies | |
