Publications

Economic and Market Updates

Focus

September 2, 2022 - __Marketing HQ

Focus is the flagship publication of the BMO Economics team. This weekly publication covers major economic developments, provides updated forecasts, looks ahead to the key events of the upcoming week, and provides detailed insights into key economic issues.

Global Equity Weekly

September 2, 2022 - __Marketing HQ

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly. The latest economic data, interest rate moves and earnings trends all drive the performance of your portfolio. In addition to analysis from the Economics team, this report offers a set of charts and tables to track market performance.

Talking Points

September 2, 2022 - __Marketing HQ

Talking Points is a weekly piece from the desk of our Chief Economist, Douglas Porter. The brief note captures the key developments and major emerging themes from the economic and financial market fronts, and serves as an overview of the weekly Focus publication.

Managing Your Wealth

2024 Wealth Planning Facts & Figures

September 2, 2022 - __Marketing HQ

This is a helpful resource summarizing important tax, retirement and estate planning information.

Insurance Considerations

September 2, 2022 - __Marketing HQ

Insurance Considerations for Business Owners and Incorporated Professionals

_Wealth Themes

August 17, 2022 - __Marketing HQ

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Tax Planning Strategies

Tax Tips For Investors

September 12, 2022 - __Marketing HQ

Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.

Estate & Succession Planning

Digital Assets and Your Estate Plan

September 2, 2022 - __Marketing HQ

This article discusses common digital asset considerations and important information for making sure they are properly addressed in your estate plan.

April 30, 2020: A crisis can be a catalyst for action if you don’t have an estate plan – or even a Will. Here is a checklist to help ensure your estate plan is up to date, reflects your current wishes, and continues to align to your goals.