BMO Nesbitt Burns
1 First Canadian Place
40th Floor , P.O. Box 150
March 12, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the Coronavirus, the oil market-share war, and their impact on the markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.
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.
While most Canadians are aware of the April 30 personal income tax filing deadline, there are other important tax deadlines that must be observed over the course of the year – especially if you want to take advantage of certain tax deductions and credits. This calendar summarizes several important dates on the tax calendar and offers some tips to help you with your overall wealth planning. Where a deadline falls on a weekend or a holiday recognized by the Canada Revenue Agency (“CRA”), the deadline is generally extended to the next business day.
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.
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
A look at what happened in the equity markets over the past week and an update on the earnings reports.
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Strategic commentary and an overview of financial markets.
Focus is a weekly financial digest.
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
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.
Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.