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

BMO Private Investment Counsel Global Markets Commentary 2025 Year in Review: Resilience and Feedback

Resilience and feedback and are two words that best sum up 2025. The year may also go down as the “t” year: tariffs, tensions, trade, TACO and Trump all featured prominently......

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Weekly Strategy Perspectives: Debt Dilemma

Debt of all flavors has ballooned over the past several decades thanks to low interest rates, willing lenders and increasingly sophisticated ways to borrow. This week’s piece focuses on sovereign (a.k.a. government) debt, the allure......

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Weekly Strategy Perspectives: Consumer Conundrum

Consumption is the sole end and purpose of all production; and the interest of the producer ought to be attended to only so far as it may be necessary for promoting that of the consumer......

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Weekly Strategy Perspectives: The Worry Closet

The Through Line: After months of relative calm, market volatility has spiked in recent days in response to flaring trade tensions between the U.S. and China......

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Resetting expectations for Canadian markets

Three-quarters of the way into 2025, and the Canadian and U.S. markets are in a significantly different – yet arguably better – place than where many people expected them to be at the start of the year......

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Weekly Strategy Perspectives - Stablecoin: store of value, transaction token or hedge against the unknown?

Well, bitcoin is a currency. Bitcoin has no underlying rate of return. You know, bonds have an interest coupon. Stocks have earnings and dividends. Gold has nothing, and bitcoin has nothing......

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Weekly Strategy Perspectives: Seeking Sanity in a World Gone Delulu

The Through Line: In what would normally be a quiet march toward a late summer holiday weekend, the (headline) hits just keep coming. Questions abound re Fed independence and data reliability; deployment of troops to U.S. cities and the South......

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Weekly Strategy Perspectives: Guest Feature: U.S. Data Quality - in the Line of Fire

The Through Line: For decades, the depth, breadth and quality of U.S. economic statistics have been applauded around the world. Data integrity is paramount because these numbers form the basis for a wide variety of undertakings – from compensation de...

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Investment Strategy - August 2025

Global equities performed well over the course of July. The strength can be attributed to a number of factors, but a key driver has been an economic, trade, and monetary policy backdrop that’s had more positive than negative developments of late. For...

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Weekly Strategy Perspectives: Consumers – The (not so) Little Engine that Could

The Through Line: For months, the disconnect between sturdy economic data and steadily weakening sentiment readings has perplexed those trying to decode the market’s long-term path......

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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.