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David Hartley, CFA

Investment Counsellor

Tel: 905-845-2490

David Hartley, CFA
Tauseef Ladak

Address
239 Lakeshore Road East
Oakville , ON
L6J 1H7
Map

Contact Me

Publications

Retirement Planning
Checklist: Living in retirement
Make the most of your retirement. Each person has a unique vision for how they will spend their retirement. Whatever your plans, make sure you make the most of your retirement by staying physically and mentally active, and ensuring your money lasts as long as you need it too.
Business Advisory & Succession Planning
Considering Business and Family
Is your personal wealth strategy as refined as your business strategy? Managing your business and family wealth strategies can present a number of financial, personal, business and emotional challenges, especially in times of change or uncertainty.
COVID-19 Update
Update on Canada’s COVID-19 Economic Response Plan
Summary of Federal Fiscal and Tax Measures to Support Canadians and Businesses
COVID-19 Podcast
February 02: In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world.
Bloomberg: Canadian equities will benefit from a broader economic recovery: BMO's Lesley Marks
BMO Private Wealth Chief Investment Officer Lesley Marks discusses investment strategies and her outlook on market volatility and risks ahead of the U.S. president election and a second wave of COVID-19.
Tax Planning Small Business Owners
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.
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.
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.
Oil Hits Another Slick Patch
April 21, 2020: Once again history was made as U.S. crude oil futures plunged below zero for the first time in known history on Monday. The price of a barrel of West Texas Intermediate crude (WTI) for May delivery fell from Friday’s price of $18 to negative $37.63 during Monday trading. This implies that instead of sellers receiving payment for their barrels of oil, they would be expected to pay the buyers to take delivery of their oil.
Portfolio construction during these challenging times
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth to discuss portfolio construction during these challenging times.
Next chapter of this market volatility
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Brian Belski, Chief Investment Strategist, BMO Capital Markets to discuss what the next chapter of this market volatility could look like.
Unprecedented
March 19, 2020: The BMO Nesbitt Burns Portfolio Advisory Team prepared a report that provides perspective on the on the unprecedented shock COVID-19 has had on equity and fixed income markets. As a reminder, it is always important to maintain a long-term perspective on your investment strategy. Please contact the office if you would like to discuss your investment portfolio.
Perspectives on Investing & the Covid-19 Impact
April 6, 2020: The impact of the COVID-19 virus continues to change each week. Here are some current perspectives for investors during these uncertain times.
Extra-ordinary Measures for Extra-ordinary Times
March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Equity and Fixed Income Strategy
Strategic commentary on equities and an overview of financial markets.
Talking Points
Talking Points is a weekly market commentary written by Douglas Porter, Chief Economist and Managing Director at BMO Capital Markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
Focus
Focus is a weekly financial digest.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Client Podcast: Brian Belski’s Market Outlook for 2021
In this episode, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Brian Belski, Chief Investment Strategist, BMO Capital Markets who shares his thoughts on the unprecedented nature of 2020 and challenges that remain for 2021. BMO Capital Markets’ recent publication, 2021 Market Outlook, is also attached to this invitation.
Monthly Market Commentary - Lesley Marks
The monthly Global Markets Commentary, prepared by Lesley Marks, Chief Investment Officer, BMO Private Wealth, provides an overview of recent global events and their impact on the markets.
Special Report | Vaccinations: State of Play
A timely analysis of recent economic events
2021 Market Outlook - BMO Private Wealth
2021 Market Outlook – The Continuation of the Roaring Twenties Recovery, Rotation and Reflation
Investment Strategy: 2021 Market Outlook
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
IN Tune Podcast
IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets.We explore key emerging themes and trends to help you manage your wealth with confidence.
Wealth Experience Podcast
Tune into The Wealth Experience podcast channel for an exclusive BMO Wealth Management Podcast.
Portfolio Management
Strategic commentary and an overview of financial markets.
Federal Fall Economic Statement
Ottawa’s Fall Economic Statement reveals a brighter federal fiscal picture than the Budget of nine months ago, opening the door for some new policy measures. And, as widely expected, the centrepiece of the update was a major-league ramping up of depreciation allowances on business capital spending. This big-ticket item (which will alone cost almost $5 billion in FY19/20), along with a sprinkling of other measures, will more than absorb the moderate revenue windfall, with the budget deficit now expected to tick up slightly in the next fiscal year (which begins next April). Read On…
Evaluating Portfolio Performance
The attached article, Evaluating Portfolio Performance, discusses the different benchmarks and indices that you can use, but also discusses the concept of goals-based investing.
Eligible Dividend Income
This report provides an overview on the taxation of eligible dividends, in light of recent changes.
Current News / Affairs
Client Podcast: U.S. Election Insights: What’s Next for the Markets and Economy
In this episode, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth Canada, and Doug Porter, Chief Economist, BMO Financial Group to discuss the U.S. election and potential implications for the markets and economy.
Client Podcast: U.S. Election Insights With Brian Belski
In this episode, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Brian Belski, Chief Investment Strategist, BMO Capital Markets who shares his thoughts on the U.S. election and the potential market impacts.
U.S. Election - Too Close to Call
You have to give it to Donald Trump and the Republican Party. Based on voting results so far, they have vastly outperformed relatively low expectations, especially in southern states, and could be on their way to once again defying opinion polls and predictive markets. However, this is far from a forgone conclusion...
Decoding Responsible Investing
At BMO Private Wealth, we believe that supporting our clients with their increasing focus on sustainability is a great demonstration of a truth that underpins our purpose: Boldly Grow the Good in business and life. We have a proud legacy of innovation and collaboration through the integration of environmental, social and governance ("ESG") issues into our investment processes, while ensuring that investment decisions are always made in the best interests of our clients. Supporting these decisions is a belief that incorporating a range of responsible investment techniques can have a meaningful impact on the creation of long-term investor value.
Education and Knowledge
Periodic Table of Asset Class Returns
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.
Networth Newsletter
A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.
Contribution Reminder for Your BMO Nesbitt Burns RRSP / TFSA / RESP
These plans represent highly effective ways for you to save for retirement, your children’s (or grandchildren’s) education and other long-term goals, while providing significant tax-saving opportunities. Here are some important details about each.
Registered Retirement Savings Plans
Investing in a Registered Retirement Savings Plan (“RRSP”) is one of the soundest ways to ensure you enjoy a financially secure retirement. In order to maximize the benefits of an RRSP, it’s important to have a basic understanding of the rules that govern them.
Registered Retirement Income Funds
A RRIF is very much like an RRSP in reverse. An RRSP is an account designed to help you save for retirement – a RRIF is an account designed to provide annual income in the form of withdrawals from a registered plan during your retirement. Click to read on about how you can benefit from an RRIF.
Impact of Sequence of Returns on Your Retirement Portfolio
This examines the detrimental effects of negative returns at the beginning of retirement, as retirees withdraw from their capital; in turn, causing erosion of retirement savings.
Investing Handbook
Understanding the Three Major Asset Classes:Cash, Bonds and Stocks
Federal Budget Highlights and Analysis
High Times Douglas Porter, CFA, Chief Economist Robert Kavcic, Senior Economist
Next Gen with Vice Money
The latest millennial content presented by BMO in partnership with VICE .
Providing Investors with Full Disclosure Through the Client Relationship Model
This piece outlines what CRM is and how it provides the disclosure necessary to maintain and build trust among investors.
BMO Experts Share Their Most Important Investment Lessons
Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio.
The Benefits of Going Paperless with BMO Nesbitt Burns Gateway
This article outlines the advantages of converting to eStatements as well as Gateway’s valuable features, such as detailed real-time account information and leading market research.
Investment Advice
This article offers a look at how the BMO Capital Markets team is comprised and the notable credentials they’ve achieved.
Accessing U.S. Diversification Through Leading BMO Solutions
This article outlines why U.S. diversification is so important and recommends a number of BMO U.S. investment options.