Publications

2026 Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.
2026 Wealth Planning Facts & Figures

Global Markets Commentary

Our experts provide an overview of recent global events and their impact on the markets.
Global Markets Commentary

Planning for the Family Vacation Property

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.
Planning for the Family Vacation Property

Weekly Strategy Perspectives: Great Expectations: What to Watch for This Earnings Season

Investors are entering the Q2 reporting season buoyed by lofty expectations rooted in unexpectedly robust Q1 results....

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Weekly Strategy Perspectives: Regime Change Part II: The Evolution of Capital Markets

This week, we delve into the many ways the stock and bond markets have evolved to provide enhanced breadth, depth and adaptability for an ever-widening circle of participants....

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Weekly Strategy Perspectives: Economic Regime Change Part I: What’s Old is New Again

In recent years, the global order has rearranged itself on a number of fronts. Some shifts have been subtle and cumulative....

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Weekly Strategy Perspectives: One for the Record Books: Q2 Review and Q3 Preview

Equity and fixed income markets navigated a minefield of potentially damaging disruptions during the second quarter before ending on solid footing....

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BMO Private Investment Counsel Global Markets Commentary: 2026 at the Half: Resilience Under Pressure

The first half of 2026 was a tug of war between disruptive shocks and durable underlying trends. Markets were repeatedly tested by geopolitical tensions, policy uncertainty and an inflation scare....

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Global Trade Outlook: The USMCA and Beyond

Trade uncertainty in North America is here to stay for a while....

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Weekly Strategy Perspectives: Musings on the State of the AI Trade

Attention has quickly reverted to “all things AI” now that oil is once again flowing through the Strait of Hormuz and a path toward stabilization of the Mideast conflict is in sight....

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2026 outlook: Reasons for optimism despite the noise

Despite the uncertainty, our experts see reasons for cautious optimism....

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Reinventing Jobs in the Age of Technological Transformation

There’s no doubt that a workplace transformation is underway as the discourse around generative AI’s impact on white-collar jobs and employment continues to heat up....

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Upcoming Events:

Nothing at this time - check back soon

 

 

Past Events:

Investment Strategy: Shake, Rattle, and Roll

 

Market & Economic Outlook for 2024 with Doug Porter

 

Mike Gill & Kam Aliyev - Christmas

 

Market and Economic Outlook for the Second Half of 2023 and beyond.

 

Introduction to the BMO Team with Mike Gill and Kam Aliyev

If you want to discuss your portfolio; have specific questions about the presentation, Click here.

 

Incorporating Financial Planning to achieve your long-term financial goals with Mike Gill and Kam Aliyev

If you want to discuss your financial goals; have specific questions about the presentation, Click here.

 

Market & Economic Outlook for 2023 with Doug Porter

 

If you want to discuss your portfolio; have specific questions about the presentation, Click here.

 

Market & Economic Outlook for 2021 and Beyond

If you want to discuss your portfolio; have specific questions about the presentation, Click here.


Economic Outlook: Second Thoughts on Second Wave (Part 2)

 

Deputy Chief Economist, Michael Gregory

                                                     

Mike Gill hosted an exclusive sit down with Deputy Chief Economist, Michael Gregory on January 7th 2021 as he provided an economic and market update and outlook for 2021. 

Click here to view presentation

If you want to discuss your portfolio; have specific questions about the presentation, Click here.

Economic Outlook: Second Thoughts on Second Wave (Part 1)

Chief Economist, Doug Porter

 

 

 

Hosted by Mike Gill, Director and Senior Investment Counsellor, an exclusive sit down with Chief Economist, Doug Porter as he provides an update to Canada's market and economic outlook. 

 

Click here to view presentation

If you have specific questions about this presentation please click here.