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 the (Epic) Storm

When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....

Read more

BMO Private Investment Counsel Global Markets Commentary: New Shocks, Underlying Positive Trends Still Intact

February brought many developments to capital markets....

Read more

Special Market Update: Iran Update

Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....

Read more

Weekly Strategy Perspectives: What Could Go Right? Reunderwriting the Bull Case

Markets started the week on a shaky note with tariffs and a potential AI/jobs apocalypse dominating the story line....

Read more

Weekly Strategy Perspectives: Still Nauseously Optimistic

The last 12 months have sprayed a firehose of change at investors, consumers and businesses alike....

Read more

Weekly Strategy Perspectives: And the Story Line is…

We’re barely two-thirds of the way into Q4 2025 earnings report season, yet a bevy of market-moving revelations have already surfaced. Traders acted quickly to adjust individual stock/sector prices for potentially revised realities, prompting more......

Read more

Weekly Strategy Perspectives: Nuggets versus Noise

 Let’s be honest – there aren’t enough adjectives to describe how wild and wooly the headlines have been in the past 12 months....

Read more

Why the economy in 2026 will be more resilient than many think

After a year of seemingly constant market and economic uncertainty, investors might assume we’ll see more of the same this year....

Read more

BMO Private Investment Counsel Global Markets Commentary: January 2026 or 2025 Redux

A fright from the Japanese government bond market, President Donald Trump’s Greenlandic overtures (intensified then modified), and his nomination for the next Federal Reserve chair impacted the markets....

Read more

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.