Consider tax-loss selling in your year-end planning

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

Read more

Five things to know about donor-advised funds as we head into the giving season

As leaves descend from the trees in earnest, a new season is upon us – no, not fall, but rather what’s known as “the giving season,” which is highlighted by National Philanthropy Day on November 15, and Giving Tuesday on December 3....

Read more

Tax Tips For Investors - 2024 Addition

Knowing how the tax rules affect your investments is essential to maximizing your after-tax returns....

Read more

How a holistic financial plan can help you protect your wealth

When most high-net-worth Canadians create a financial plan, they might expect to come out of it with a smarter budget and a tune-up of their portfolio, not discover a potential gap that could have cost them tens of thousands without the right advice....

Read more

More studies needed to improve women’s mental health

Insomnia, mental fog, irritability… Women’s mental health can sometimes be severely tested, especially during periods of hormonal change such as menopause....

Read more

Rates Scenario | An outlook on key interest and foreign exchange rates

We’ve made no major changes to our Federal Reserve and Bank of Canada calls since our last Rates Scenario (September 12), despite the Fed’s surprise 50-bp rate cut last month....

Read more

Equity Research Strengths & Distinctions

Behind the steadfast investment advice delivered to you by your BMO Nesbitt Burns Investment Advisor is the award-winning research team at BMO Capital Markets....

Read more

The CRA’s Foreign Reporting Requirements

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio....

Read more

Focus

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...

Read more

Global Equity Weekly

The Global Equity Weekly provides timely analysis of major economic trends, and how they impact stocks and financial markets more broadly....

Read more