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

Investment Strategy - August 2024

New catchphrases keep popping up all the time to describe the small group of stocks that have led the market since last year. Magnificent Seven, Super Six, and Fab Five are just some examples....

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The first will be last and the last will be first

Escalator up, elevator down. This old trading cliche aptly describes recent stock market action in our view. After a relentless ascent led by the “Nifty AI Five” (Nvidia, Microsoft, Meta, Amazon, and Google) and a few other names, market volatility h...

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Investment Strategy - July 2024

Most people tend to be rational and value conscious. Case in point, Costco, a favourite retailer of ours, has built an empire by providing great quality products at excellent prices – consumers clearly like that business model....

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Global Markets Commentary - 2024 at the Half: A Good Time for Investors

The first half of 2024 has delivered solid equity market results. Bond yields have been volatile; the Canadian bond market posted a small year-to-date loss. A typical well-diversified Canadian balanced investor is sitting with a total return in the m...

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What does cooling inflation mean for the markets?

No one ever thinks they’d find themselves rooting for an economic slowdown, but that’s what some investors found themselves doing earlier in the year as they longed for some relief from runaway inflation....

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BMO Named Best Private Bank and Retail Bank in Canada and Best Commercial Bank in US and Canada

The World Finance Banking Awards recognize BMO’s commitment to our clients, customers and the communities we serve.  This award is a testament to BMO’s dedication to our digitally enabled One Client experience and comprehensive understanding of our c...

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Where the chief strategist for BMO’s private wealth arm sees markets heading next - and the ‘magic’ ingredient for portfolio success

The Canadian stock market has displayed two attractive characteristics this year, a positive, albeit modest, return for the overall index combined with low market volatility....

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Investment Strategy - June 2024

With investors still focused on inflation trends—which have admittedly been running a little hotter than expected in the U.S.—some may have missed the global uptrend occurring in stocks...

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Global Markets Commentary: Bulls Bounce Back

After April’s disappointing performance in capital markets, the bulls bounced back in May with solid gains for stocks and bonds. A balanced investor with 60% diversified global equity and 40% Canadian bonds enjoyed a monthly gain of 2.5% – enough to...

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Budget implications: Should you realize your capital gains before June 25?

The surprise over the Federal government’s decision to increase the capital gains inclusion rate in the 2024 budget has mostly subsided, but now investors, entrepreneurs and their advisors must determine how that change might impact their portfolios....

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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.