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home
about us
Investment Approach
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Firm ADV PDFs
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
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Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
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Bank of Montreal
(NY:
BMO
)
124.18
+0.51 (+0.41%)
Official Closing Price
Updated: 7:00 PM EDT, Oct 31, 2025
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Press Releases about Bank of Montreal
Alterra IOS Secures $343 Million Loan Commitment from Truist, Bank of Montreal
July 16, 2025
Transaction brings total financing commitments across Alterra’s fully discretionary IOS funds to over $1.5 billion
From
Alterra IOS
Via
GlobeNewswire
Illya Bailey Elevates Global Market Confidence as THEBAILEYOFFI Investment Consortium Executes Sovereign-Scale Financial Transactions Across Capital Systems
April 15, 2025
Via
Get News
Infinum, Your Majesty Join Forces to Form 400-Person Digital Powerhouse
February 21, 2025
Amsterdam, The Netherlands--(Newsfile Corp. - February 21, 2025) - Tech consultancy Infinum has acquired the renowned digital agency Your Majesty,...
Via
Newsfile
Pineapple Announces Strategic Partnership with BMO to Expand Homeownership Accessibility in Canada
November 25, 2024
Toronto, Ontario--(Newsfile Corp. - November 25, 2024) - Pineapple Financial (NYSE American: PAPL) is excited to announce its strategic partnership...
Via
Newsfile
Bank Of Montreal (BMO) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Contact the Firm to Learn More About the Investigation
September 08, 2024
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
Bank Of Montreal (BMO) Investigation: Bronstein, Gewirtz & Grossman, LLC Encourages Investors to Seek Compensation for Alleged Wrongdoings
August 30, 2024
From
Bronstein, Gewirtz & Grossman, LLC
Via
Business Wire
Obsidian Energy Announces Closing of Peace River Acquisition
June 26, 2024
Calgary, Alberta--(Newsfile Corp. - June 26, 2024) - OBSIDIAN ENERGY LTD. (TSX: OBE) (NYSE American: OBE) ("Obsidian Energy", the "Company",...
Via
Newsfile
BMO Accelerates Branch Transformation at More Than 500 Locations Nationwide Using Matterport Digital Twins
May 02, 2024
BMO, North America’s eighth largest bank by assets, drives sustainability and efficiencies on branch rebranding and design management using Matterport’s digital twin platform
From
Matterport Inc
Via
GlobeNewswire
BMO Taps Agent IQ to Continue Enhancing Client Experience at BMO InvestorLine
January 30, 2024
From
Agent IQ
Via
Business Wire
ISC CEO Shawn Peters reveals strong 2Q results and growth plans amidst market challenge
August 07, 2023
Information Services Corporation (ISC) CEO Shawn Peters joined Proactive's Stephen Gunnion with details of the company's second-quarter results.
Via
TheNewswire.com
Northern Graphite Appoints Vice President, Communications
April 11, 2023
Ottawa, Ontario--(Newsfile Corp. - April 11, 2023) - Northern Graphite Corporation (TSXV: NGC) (OTCQB: NGPHF) (FSE: 0NG) (XSTU: 0NG) (the...
Via
Newsfile
Topics
Economy
Several Major Industries Making Efforts to Meet Net Zero Goals Through Carbon Credits
March 20, 2023
EQNX::TICKER_START (NYSE:DAL),(CSE:SEQNX::TICKER_START (NYSE:DAL),(CSE:SCPE),(NYSE:RCL),(NYSE:BMO),(NYSE:FCX) EQNX::TICKER_END
Via
FinancialNewsMedia
Topics
Emissions
3 Canadian Banks That Just Increased Their Dividends
March 06, 2023
Three of the largest Canadian banks, the Royal Bank of Canada, the Bank of Montreal, and the Bank of Novia Scotia all raised their dividends recently.
Via
MarketBeat
Topics
ETFs
Obsidian Energy Announces Closing of our $127.6 Million Senior Unsecured Notes Offering and New Debt Facilities as well as Repayment of our Existing Debt Facilities
July 27, 2022
Calgary, Alberta--(Newsfile Corp. - July 27, 2022) - OBSIDIAN ENERGY LTD. (TSX: OBE) (NYSE American: OBE) ("Obsidian Energy", the "Company",...
Via
Newsfile
Obsidian Energy Announces Proposed Issuance of up to $125.0 Million Senior Unsecured Notes and New Syndicated Credit Facilities
July 19, 2022
Proposed issuance of up to $125.0 million five-year senior unsecured notesProposed new syndicated credit facilities provide up to $225.0 million...
Via
Newsfile
Marble CEO, Karim Nanji Wins 'Executive of the Year' in Canadian Lenders Association's 2022 Leaders in Lending Awards
June 28, 2022
Vancouver, British Columbia--(Newsfile Corp. - June 28, 2022) - Marble Financial Inc. (CSE: MRBL) (OTC PINK: MRBLF) (FSE: 2V0) ("Marble"...
Via
Newsfile
WonderFi Appoints Former Bank of Montreal Executive Torstein Braaten as Chief Compliance Officer
May 24, 2022
Vancouver, British Columbia--(Newsfile Corp. - May 24, 2022) - WonderFi Technologies Inc. (NEO: WNDR) (OTC Pink: WONDF) (WKN: A3C166) (FTX: WNDR) (the...
Via
Newsfile
BMO Expands Electronic Trading Operations for Institutions and Broker Dealers to EMEA Markets
May 10, 2022
NEW YORK, NY and LONDON, UK / ACCESSWIRE / May 10, 2022 / BMO Financial Group (BMO) (NYSE:BMO)(TSX:BMO) today announced the expansion of its electronic trading footprint in Europe, Middle East, and...
From
Bank of Montreal Financial Group
Via
AccessWire
Brane Trust Announces Digital Asset Custody Headquarters in Downtown Calgary
April 12, 2022
Calgary, Alberta--(Newsfile Corp. - April 12, 2022) - Brane Inc. ("Brane"), a leading fintech company recently named by Canadian Business...
Via
Newsfile
USA Rare Earth Reports Significant Progress at Its Round Top Mountain Heavy Rare Earth / Lithium / Critical Minerals Project in Texas and at Its Critical Minerals Processing Facility in Colorado
August 02, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
Topics
Electric Vehicles
Bluesky Digital Assets Corp., Appoints Mr. Jakson Inwentash as a Director of the Corporation
July 06, 2021
Toronto, Ontario--(Newsfile Corp. - July 6, 2021) - Bluesky Digital Assets Corp., (CSE: BTC), (CSE: BTC.PR.A), (OTCQB: BTCWF), (FSE: YS6P)...
Via
Newsfile
Topics
Artificial Intelligence
Nurcapital Announces Appointment of New Director
June 29, 2021
Toronto, Ontario--(Newsfile Corp. - June 29, 2021) - Nurcapital Corporation Ltd. (TSXV: NCL.H) ("Nurcapital" or the "Company") is pleased to...
Via
Newsfile
Topics
Economy
BMO Harris Bank and Lively to Modernize HSA Offering With Personalized Experience
June 24, 2021
From
Lively, Inc.
Via
Business Wire
FRNT Financial Announces Appointment of Raymond Ritchie as Head of Trading
June 16, 2021
FRNT Financial (the "Company" or "FRNT"), a platform to help permitted clients exploit inefficiencies and find alpha in cryptocurrency and alternative markets, today announced the appointment of...
Via
Newswire.com
Capricorn Business Acquisitions Inc. Announces Qualifying Transaction with Bitcoin Mining Company, Canada Computational Unlimited Inc.
May 25, 2021
Toronto, Ontario--(Newsfile Corp. - May 25, 2021) - Capricorn Business Acquisitions Inc. (TSXV: CAK.H) (the "Company" or "Capricorn") is pleased...
Via
Newsfile
Topics
Artificial Intelligence
USA Rare Earth Completes $50 Million Series C Funding Round and Exercises Option to Acquire 80% of Round Top Mountain Heavy Rare Earth / Lithium / Critical Mineral Project in Texas
May 20, 2021
Search for the latest press releases from publicly traded companies, private corporations, non-profits and other public sector organizations.
Via
NewMediaWire
BTV Uncovers ESG Focused Companies
April 08, 2021
Vancouver, British Columbia--(Newsfile Corp. - April 8, 2021) - On national TV Sat. Apr 10 & Sun. Apr 11, 2021...
Via
Newsfile
Topics
Energy
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