COVID-19 Update

March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic.

Extra-ordinary Measures for Extra-ordinary Times

Tax Planning Strategies

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.

The CRA’s Foreign Reporting Requirements

In an effort to help simplify your tax preparation efforts, we are providing you with a brief overview of the various tax slips and supporting documents you may receive from BMO, and their expected mailing dates.

Tax Slips Overview

Managing Your Wealth

Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.

BMO Wealth Institute Report

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

Wealth Planning Facts & Figures


Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.

Rates Scenario

Economic and Market Updates

Strategic commentary and an overview of financial markets.

Portfolio Strategy

Focus is a weekly financial digest.