Publications

COVID-19 Update
COVID-19 Podcast
October 30: In this episode, Richard Belley, Fixed Income Strategist and Portfolio Manager, BMO Nesbitt Burns, and Michael Gregory, Deputy Chief Economist, BMO Capital Markets discuss the Bank of Canada’s strong monetary response to the current economic crisis. After explaining the bank’s quantitative easing program, Richard and Michael dive into a discussion of how long current monetary policy could last, the potential of an inflationary cycle, and who will end up paying for the growing deficit.
Update on Canada’s COVID-19 Economic Response Plan
July 29, 2020: In response to the ongoing COVID-19 pandemic, the Federal Government recently expanded and extended the Canada Emergency Wage Subsidy to December 2020 and the Canada Revenue Agency recently deferred the payment due date for current year individual, corporate, and trust income tax returns to September 30, 2020. 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
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Portfolio Strategy
Strategic commentary and an overview of financial markets.