Senior Investment Advisor, Financial Planner
BMO Nesbitt Burns
100 Ouellette Avenue
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.
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
Focus is a weekly financial digest.
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
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.