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Jim Gandhi
Colin McMichael-Bilodeau
Audrey Cheung

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Publications

Tax Planning Strategies
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.
Personal Tax Calendar 2019
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 2019 and summarizes important tax deadlines and provides some planning tips for you to consider throughout the coming year.
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.
2019 Wealth Planning Facts & Figures
This 2-page summary includes relevant and important tax, retirement, and estate planning information.
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
Monthly Market Commentary
The Monthly Market Commentary, written by the BMO Nesbitt Burns Portfolio Advisory Team, provides investors with an overview of recent events and their impact on the equity and fixed income markets.
Evaluating Portfolio Performance
The attached article, Evaluating Portfolio Performance, discusses the different benchmarks and indices that you can use, but also discusses the concept of goals-based investing.
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.
Education and Knowledge
Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP
These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each.
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks