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: After ‘Liberation Day’ What Now?

The Through Line: Markets reacted sharply after President Donald Trump unveiled his “Liberation Day” tariff plans, moving rapidly to reset valuation levels. Did they go far enough to accommodate the current fundamental situation or overreact?......

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Weekly Strategy Perspectives: Craving Clarity

The Through Line: The thirst for certainty has reached fevered proportions, yet the very opposite may prevail for at least a few more months even after U.S. President Donald Trump’s April 2 announcement of sweeping tariffs on virtually all......

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Weekly Strategy Perspectives: Guest Feature: AI Insights

The Through Line: The AI revolution is fast upon us, bringing an intense amount of change and opportunity. Such periods of transformation inevitably lead to a host of questions......

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Weekly Strategy Perspectives: What Could Go Right?

The Through Line: The door to the globe’s worry closet has been flung wide open this year, with a broad array of challenges spilling out. Just a few of the many monsters loosed from the closet to keep us up at night: tit‑for‑tat trade wars......

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Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

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Stock market selloff – tariffs and then some

Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors including DOGE cuts and softening economic data......

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Weekly Strategy Perspectives: Breathe

The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to breaking news......

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Global Markets Commentary: Tariff Tantrum

On March 3, U.S. President Donald Trump followed through with the implementation of a slate of tariffs on Canadian and Mexican goods, marking the start of a North American trade war. Canada fired back with retaliatory tariffs......

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Trade War – ACT II

Following days of uncertainty and mixed messages, both from other Cabinet members and from the President himself, President Trump confirmed that 25% tariffs on imports from......

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Weekly Strategy Perspectives: When the only way out is through

The Through Line: The old adage that suggests “when one door closes, another opens” is really only half the story. Significant transformation is rarely as easy as moving seamlessly from one chapter to the next - more often, we must traverse......

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Upcoming Events:

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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.