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Tara Kelly
Rose Hawrychuk

Toll Free: 800-289-7798
Tel: 905-337-2126

Address
132 Trafalgar Road
Oakville, ON
L6J 3G5
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Publications

Tax Planning Strategies
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.
Managing Your Wealth
Are All Fees Created Equally?
With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.
Research
Equity Research Strengths & Distinctions
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Economic and Market Updates
Eligible Dividend Income
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
Education and Knowledge
Periodic Table of Asset Class Returns
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
BMO Experts Share Their Most Important Investment Lessons
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.