Investment Advisor & Assistant Branch Manager
BMO Nesbitt Burns
360 Oakville Place Drive
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
As the tax filing deadline approaches, here are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings.
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.
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Our goal is to be a leader in investment research, providing investors with insight and actionable money-making investment ideas.
Strategic commentary and an overview of financial markets.
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
A look at what happened in the equity markets over the past week and an update on the earnings reports.
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.