Publications

COVID-19 Update
Philanthropy Emergency Response Guide
April 30, 2020: As we all adapt to these extraordinary times, many are also considering how to best support those who are in need during the COVID-19 pandemic. The BMO Philanthropic Advisory Services team has developed this Philanthropy Emergency Response Guide containing timely and relevant information on making an impact during the COVID-19 crisis through philanthropy.
Beware of the Parallels Between Today and the Great Depression
May 4, 2020: There is an interesting paradox occurring today where the current economic and market environment is described as ‘unprecedented,’ yet there are consistent parallels drawn between the present circumstances and the Great Depression of the early twentieth century.
Estate & Succession Planning
What Happens When a Canadian Resident Dies?
What Happens When a Canadian Resident Dies? discusses what happens to the assets of a deceased Canadian resident from a tax and estate perspective.
Economic and Market Updates
Focus
Focus is a weekly financial digest.