Publications

2026 Wealth Planning Facts & Figures

This is a helpful resource summarizing important tax, retirement and estate planning information.
2026 Wealth Planning Facts & Figures

Periodic Table of Asset Class Returns

As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
Periodic Table of Asset Class Returns

Canadian Snowbirds and U.S. Income Tax

Although Canadian snowbirds reside in the U.S. for only a part of the year, there is the potential of being considered a U.S. resident and, in turn, having to pay U.S. income tax on the same basis as a permanent U.S. resident. This article outlines how the U.S. government determines whether you are a resident for income tax purposes; namely, it covers the criteria for meeting the Substantial Presence Test, Closer Connection Exception and the Canada U.S. Income Tax Treaty Tie-Breaker Rules.
Canadian Snowbirds and U.S. Income Tax

Weekly Strategy Perspectives: Between the Lines: What to Watch for This Earnings Season

Earnings season is here (finally), providing the potential for keen insights into important macro themes. While AI can easily spit out summaries of the action, it’s the nuance of what’s not said....

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Geopolitics, inflation and the resiliency of markets

Geopolitics, persistent inflation, tariffs and rising government debt continue to shape the economic outlook across Canada, the U.S. and global markets. Yet despite heightened uncertainty and volatility, markets have proven remarkably resilient....

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Weekly Strategy Perspectives: Industrial Renaissance

AI and the infrastructure needed to support its development and use have dominated much of the narrative – and stock market performance – since the release of ChatGPT in November 2022....

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Middle East Conflict: Revisiting Investment Strategies and Geopolitical Risk

Markets have been resilient to volatility created by the Middle East conflict, but the effects on energy costs, supply chains and inflation are still working their way through the system....

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Weekly Strategy Perspectives: Portrait of the Consumer

Personal consumption represents the largest single component of economic activity in both the U.S. and Canada, yet key factors that influence it are frequently mischaracterized or misjudged....

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Global Trade Outlook: Tariff Risks and Energy Shock

Steve Verheul, Former Chief Trade Negotiator for Canada, will join a panel of BMO experts to share insights on the trade outlook and how businesses and investors can prepare....

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Weekly Strategy Perspectives: Bonds Behaving Badly

Fixed income markets have had a rough go of it in the last couple months....

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Middle East Conflict: Economic and Market Ripple Effects

Geopolitical tensions in the Middle East and significant energy supply disruptions are reshaping the global economic and market landscape....

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Weekly Strategy Perspectives: Global Policy Pivot – What Game Are We Playing?

From the day Donald Trump took the presidential oath of office for his second term, substantial changes impacting the global order were set in motion....

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Weekly Strategy Perspectives: Just the FAQs

Barely 11 weeks into the new year and investors’ psyches are already rubbed raw from the quantity of big-picture, arc-bending issues they’ve faced....

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