Publications

COVID-19 Update
COVID-19 Podcast
June 15, 2020: To provide you with perspectives on how COVID-19 is impacting the real estate markets, we are pleased to share this podcast. Robert Kavcic, Senior Economist, BMO Capital Markets will comment on primary, secondary and commercial real estate, the decline in prices and the outlook for mortgage rates.
Canada’s COVID-19 Economic Response Plan
April 14, 2020: In response to the COVID-19 outbreak, on March 18, 2020, the federal government announced an initial economic proposal that included many significant fiscal and tax measures. Since this date, several measures have been enacted into law and additional measures proposed to boost the amount of support to Canadians and businesses.Canada’s COVID-19 Economic Response Plan provides a summary of select measures that impact individuals and businesses. Please contact the office if you have any questions.
Tax Planning Strategies
Personal Tax Calendar
The 2018 Personal Tax Calendar summarizes important tax deadlines and provides planning tips to consider for 2018.
Ten Financial Resolutions for 2018
Ten Financial Resolutions for 2018, provides ten easy to implement strategies that could help you save taxes and protect and increase your net worth in 2018.
Tax Planning Using Private Companies

Year-End Tax Planning Tips

New Federal Income Tax Changes
New Federal Income Tax Changes explains the new tax measures that came into effect on January 1, 2016 and discusses potential future tax changes and pledges made by the federal Liberal government that may impact your clients’ financial plans, either this year or sometime thereafter.
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.
Managing Your Wealth
Strategies to Manage Household Debt

Wealth Themes
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
Estate & Succession Planning
Good Reasons to Trust Testamentary Trusts

Economic and Market Updates
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
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.