BMO Wealth Insights

Read the latest from our global team of experts. Get fresh insights, new perspectives, and practical guidance on the topics you’re thinking about—from current events and market trends to wealth planning and financial tips to help you succeed.

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Market Insights

Oct. 24, 2024

BMO Private Wealth

Market and Economic Outlook: Final Months of 2024

Our experts discuss their perspectives on inflation, interest rates and market opportunities as we approach the end of the year

Oct. 8, 2024

BMO Private Wealth

Investment Strategy - October 2024

The Investment Strategy provides an overview of recent events and their impact on equity and fixed income markets

Oct. 7, 2024

BMO Private Wealth

Global Markets Commentary: Goldilocks Rally

Our experts provide an overview of recent global events and their impact on the markets

Oct. 1, 2024

BMO Private Wealth

Politics and Your Portfolio

BMO experts discuss political, economic, and potential portfolio construction implications of the US upcoming election

Sept. 6, 2024

BMO Private Wealth

Investment Strategy - September 2024

The Investment Strategy provides an overview of recent events and their impact on equity and fixed income markets

Sept. 5, 2024

BMO Private Wealth

Global Markets Commentary: Summer Somersault

Our experts provide an overview of recent global events and their impact on the markets

Aug. 7, 2024

BMO Private Wealth

Investment Strategy - August 2024

The Investment Strategy provides an overview of recent events and their impact on equity and fixed income markets

Aug. 7, 2024

BMO Private Wealth

Global Markets Commentary: All hail the diversified investor

Our experts provide an overview of recent global events and their impact on the markets

Aug. 6, 2024

BMO Private Wealth

The first will be last and the last will be first

Our experts are confident that the current bout of weakness is likely to yield attractive buying opportunities. Find out more.

July 11, 2024

BMO Private Wealth

Investment Strategy - July 2024

The Investment Strategy provides an overview of recent events and their impact on equity and fixed income markets

July 4, 2024

BMO Private Wealth

Global Markets Commentary - 2024 at the Half: A Good Time for Investors

Our experts provide an overview of recent global events and their impact on the markets

July 3, 2024

BMO Private Wealth

What does cooling inflation mean for the markets?

Our experts recently shared their perspectives during BMO’s latest Market and Economic Outlook session

June 25, 2024

BMO Private Wealth

BMO Named Best Private Bank and Retail Bank in Canada and Best Commercial Bank in US and Canada

The World Finance Banking Awards recognize BMO’s commitment to our clients, customers and the communities we serve.

June 25, 2024

BMO Private Wealth

Where the chief strategist for BMO’s private wealth arm sees markets heading next - and the ‘magic’ ingredient for portfolio success

The Globe and Mail recently spoke with Brent Joyce, chief investment strategist of BMO Private Investment Counsel.

June 10, 2024

BMO Private Wealth

Investment Strategy - June 2024

The Investment Strategy provides an overview of recent events and their impact on equity and fixed income markets

June 4, 2024

BMO Private Wealth

Global Markets Commentary: Bulls Bounce Back

Our experts provide an overview of recent global events and their impact on the markets

May 15, 2024

BMO Private Wealth

Budget implications: Should you realize your capital gains before June 25?

Our experts look at how this change might impact your finances

May 9, 2024

BMO Private Wealth

Investment Strategy - May 2024

The Investment Strategy provides an overview of recent events and their impact on equity and fixed income markets

May 8, 2024

BMO Private Wealth

Global Markets Commentary: Shake, Rattle and Roll

Our experts provide an overview of recent global events and their impact on the markets

May 7, 2024

BMO Private Wealth

Budget fédéral canadien 2024 : équilibre fiscal et stimulation économique

This article is available in French only.

April 18, 2024

BMO Private Wealth

Federal Budget 2024: Capital gains taxes climb; some nuggets for entrepreneurs

Our experts discuss important proposed measures from the 2024 Federal Budget.

April 17, 2024

BMO Private Wealth

2024 Federal Budget Review

BMO Private Wealth’s 2024 Federal Budget Review presents an analysis of the most significant income tax measures announced in this year’s budget

April 5, 2024

BMO Private Wealth

Investment Strategy - April 2024

The Investment Strategy provides an overview of recent events and their impact on equity and fixed income markets

April 4, 2024

BMO Private Wealth

Marché financier : perspectives et réflexions pour 2024

Available in French only

April 3, 2024

BMO Private Wealth

Global Markets Commentary: Let the Sunshine In

Our experts provide an overview of recent global events and their impact on the markets

March 7, 2024

BMO Private Wealth

Global Markets Commentary: Rolling Recessions and No Landings

Our experts provide an overview of recent global events and their impact on the markets

March 7, 2024

BMO Private Wealth

Investment Strategy - March 2024

The Investment Strategy provides an overview of recent events and their impact on equity and fixed income markets

March 5, 2024

BMO Private Wealth

Federal Budget 2024 – Do no harm

BMO’s Douglas Porter and John Waters weigh in on their expectations for this year’s fiscal statement.

Feb. 29, 2024

BMO Private Wealth

The three behaviours causing you to panic in turbulent markets

Here are three reasons why most people panic when markets fall, and how to overcome those jittery feelings.

Feb. 23, 2024

BMO Private Wealth

U.S. Election: Market Impact

Our expert discusses the importance of Canadians staying level-headed and focused on the bigger picture throughout this year’s U.S. election

Feb. 8, 2024

BMO Private Wealth

Equity and Fixed Income Strategy - February 2024

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Feb. 7, 2024

BMO Private Wealth

Global Markets Commentary: Normal Uncertainty

Our experts provide an overview of recent global events and their impact on the markets

Feb. 7, 2024

BMO Private Wealth

2024 Market Outlook: The Year Ahead

Key points from 2024 Market Outlook event

Jan. 5, 2024

BMO Private Wealth

Equity and Fixed Income Strategy - January 2024

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Jan. 4, 2024

BMO Private Wealth

Global Markets Commentary 2023 Year in Review: Bankers, Barbie and Bounce Back

Our experts provide an overview of the global events and their impact on the markets over the last year

Dec. 12, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - December 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Dec. 11, 2023

BMO Private Wealth

2024 Capital Markets Outlook: Plenty of Progress, Solid Foundations Laid

Brent Joyce, BMO Private Investment Counsel’s Chief Investment Strategist shares his market outlook for 2024

Nov. 21, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - November 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Nov. 9, 2023

BMO Private Wealth

Global Markets Commentary October 2023 : Video

Watch Brent Joyce, BMO Private Investment Counsel’s Chief Investment Strategist, discuss the main themes that impacted markets in October

Nov. 8, 2023

BMO Private Wealth

Global Markets Commentary: The Trouble with Five

Our experts provide an overview of recent global events and their impact on the markets

Oct. 26, 2023

BMO Private Wealth

War and Higher Rates: A Volatile Mix

Learn how the current economic and political climate affects short-term bond and stock volatility.

Oct. 11, 2023

BMO Private Wealth

Global Markets Commentary September 2023 : Video

Watch Brent Joyce, BMO Private Investment Counsel’s Chief Investment Strategist, discuss the main themes that impacted markets in September

Oct. 11, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - October 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Oct. 5, 2023

BMO Private Wealth

Global Markets Commentary: Turbulence

Our experts provide an overview of recent global events and their impact on the markets

Sept. 12, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - September 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Sept. 8, 2023

BMO Private Wealth

Global Markets Commentary: Real Reality Check

Our experts provide an overview of recent global events and their impact on the markets

Aug. 9, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - August 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Aug. 9, 2023

BMO Private Wealth

Global Markets Commentary: Hot and Cold (but mostly hot)

Our experts provide an overview of recent global events and their impact on the markets

July 10, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - July 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

July 7, 2023

BMO Private Wealth

2023 at the Half: Better than Feared

Our experts provide an overview of recent global events and their impact on the markets

June 8, 2023

BMO Private Wealth

Global Markets Commentary: “R” is for Resilience, Not Recession

Our experts provide an overview of recent global events and their impact on the markets

June 8, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - June 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

May 11, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - May 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

May 8, 2023

BMO Private Wealth

Global Markets Commentary: Sideways Is the New Up – For Now

Our experts provide an overview of recent global events and their impact on the markets

April 12, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - April 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

April 6, 2023

BMO Private Wealth

Global Markets Commentary: March Breaks

Our experts provide an overview of recent global events and their impact on the markets

March 30, 2023

BMO Private Wealth

Federal Budget Light on Economics: Expert Insight

Cet article est en anglais seulement

March 29, 2023

BMO Private Wealth

2023 Federal Budget Review

BMO Private Wealth’s 2023 Federal Budget Review presents an analysis of the most significant income tax measures announced in this year’s budget

March 14, 2023

BMO Private Wealth

Silicon Valley Bank Collapses

This publication provides an update and perspective on the collapse of Silicon Valley Bank

March 10, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - March 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

March 9, 2023

BMO Private Wealth

Global Markets Commentary - Sticking the Landing: Hard, Soft, or None

Our experts provide an overview of recent global events and their impact on the markets

March 2, 2023

BMO Private Wealth

5 themes to watch for in the upcoming Canadian Federal budget

Ottawa has plenty of issues to address in the upcoming federal budget. Here is a deeper look at five themes to watch.

Feb. 10, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - February 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Feb. 9, 2023

BMO Private Wealth

Global Markets Commentary: 2023 Off to a (Too) Good Start

Our experts provide an overview of recent global events and their impact on the markets

Jan. 12, 2023

BMO Private Wealth

Equity and Fixed Income Strategy - January 2023

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Jan. 9, 2023

BMO Private Wealth

Global Markets Commentary 2022 Year in Review: Annus Horribilis

Our experts provide an overview of recent global events and their impact on the markets

Dec. 21, 2022

BMO Capital Markets

North American Investment Strategy: 2023 Canadian Market Outlook

BMO Capital Markets’ Chief Investment Strategist Brian Belski outlines why he expects positive equity market returns in Canada next year.

Dec. 16, 2022

BMO Private Wealth

2023 Market Outlook : The End of Free Everything? Could Simply Be a Return to Normal

Brent Joyce, BMO Private Investment Counsel’s Chief Investment Strategist shares his market outlook for 2023

Dec. 9, 2022

BMO Private Wealth

Global Markets Commentary: Relief for stocks and bonds, heartburn for crypto and social media

Our experts provide an overview of recent global events and their impact on the markets

Dec. 8, 2022

BMO Private Wealth

Equity and Fixed Income Strategy - December 2022

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Nov. 14, 2022

BMO Private Wealth

Equity and Fixed Income Strategy - November 2022

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Nov. 10, 2022

BMO Private Wealth

Global Markets Commentary: Welcome Back, Bond Vigilantes – We Missed You!

Our experts provide an overview of recent global events and their impact on the markets

Oct. 12, 2022

BMO Private Wealth

It's Always Darkest Before Dawn

Our Portfolio Advisory Team provides an update and perspective on the markets given current events.

Oct. 6, 2022

BMO Private Wealth

Global Markets Commentary: Haven’t We Been Here Before?

Our experts provide an overview of recent global events and their impact on the markets

Sept. 15, 2022

BMO Private Wealth

Equity and Fixed Income Strategy - September 2022

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Sept. 9, 2022

BMO Private Wealth

Global Markets Commentary: Interest Rates: Higher, and for Longer

August brought both euphoria and fear to stock markets

Aug. 16, 2022

BMO Private Wealth

Equity and Fixed Income Strategy - August 2022

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Aug. 11, 2022

BMO Private Wealth

Global Markets Commentary: Recession Scare

Our experts provide an overview of recent global events and their impact on the markets

July 29, 2022

BMO Capital Markets

Resilience or Recession?

An outlook on the current conditions of the North American economy, and what to expect as the year progresses.

July 14, 2022

BMO Private Wealth

Equity and Fixed Income Strategy - July 2022

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

July 7, 2022

BMO Private Wealth

Global Markets Commentary: Bear Scare

Our experts provide an overview of recent global events and their impact on the markets

June 15, 2022

BMO Private Wealth

This Too Shall Pass

Prepared by the BMO Nesbitt Burns Portfolio Advisory Team, this publication provides an update and perspective on the current markets

June 9, 2022

BMO Private Wealth

Global Markets Commentary: Grow or Slow?

Our experts provide an overview of recent global events and their impact on the markets

June 2, 2022

BMO Private Wealth

What to expect as inflation becomes more entrenched

Is inflation broadening and getting more entrenched or are we close to a peak? BMO experts provide their perspectives

May 31, 2022

BMO Private Wealth

Major Risks Facing the Oil Market

The oil market remains on a razor’s edge and will likely experience major twists and turns in the coming months

May 11, 2022

BMO Private Wealth

Equity and Fixed Income Strategy: Inflation, Slowing Economy and Flattening Yield Curve — Focus on Defensive and Commodity Stocks

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

May 11, 2022

BMO Private Wealth

Global Markets Commentary: A Quest for Renewal

Our experts provide an overview of recent global events and their impact on the markets

May 2, 2022

BMO Private Wealth

When Easy Money Goes in Reverse

Prepared by the BMO Private Wealth Investment Management team, this article provides an update and perspective on the current markets

April 21, 2022

BMO Private Wealth

Equity and Fixed Income Strategy - April 2022

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

April 18, 2022

BMO Private Wealth

Federal Budget Spending: A Ripple Rather than a Wave

Our experts share their insights on how the 2022 Canadian Federal Budget may affect the economic outlook over the next 12 months

April 8, 2022

BMO Private Wealth

2022 Federal Budget Review

BMO Private Wealth’s 2022 Federal Budget Review presents an analysis of the most significant income tax measures announced in this year’s budget

April 7, 2022

BMO Private Wealth

Global Markets Commentary: A Season for Rain

Our experts provide an overview of recent global events and their impact on the markets

April 1, 2022

BMO Private Wealth

Five Themes for Provincial Budget Season

The provincial budget season is in full swing. This article outlines emerging themes for the provinces from an economic and fiscal perspective.

March 15, 2022

BMO Private Wealth

Equity and Fixed Income Strategy - March 2022

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

March 10, 2022

BMO Private Wealth

Global Markets Commentary: Russia Invades

Our experts provide an overview of recent global events and their impact on the markets

March 2, 2022

BMO Private Wealth

Russia’s Invasion: Economic and Market Impacts

Recap: BMO Private Wealth hosted a panel discussion on the potential implications to North America’s economy and monetary policy

Feb. 25, 2022

BMO Private Wealth

Market Outlook for 2022

Webcast recap: Brian Belski, Chief Investment Strategist, BMO Capital Markets, discusses inflation concerns, rising interest rates and more

Feb. 25, 2022

BMO Private Wealth

Russia Invades Ukraine

Our experts share their market perspective given current geopolitical events, including more persistent inflation and a slowdown in economic momentum

Feb. 11, 2022

BMO Private Wealth

Equity and Fixed Income Strategy - February 2022

No recession on the horizon, but time to start looking at high quality, defensive opportunities

Feb. 10, 2022

BMO Private Wealth

Global Markets Commentary: Central Banks Take Centre Stage

Our experts provide an overview of recent global events and their impact on the markets

Feb. 9, 2022

BMO Private Wealth

Central Banks Take Centre Stage

Webcast Recap: BMO Private Wealth hosted a panel to explore central banks and monetary policy amid ongoing COVID-19 concerns

Jan. 26, 2022

BMO Private Wealth

Technology Correction Redux

Our experts share their perspective on the current markets including the impact of rising inflation and associated higher interest rates

Jan. 18, 2022

BMO Private Wealth

Equity and Fixed Income Strategy - January 2022

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Jan. 7, 2022

BMO Private Wealth

Global Markets Commentary: Strains of all kinds

Our experts provide an overview of recent global events and their impact on the markets

Dec. 14, 2021

BMO Private Wealth

Equity and Fixed Income Strategy

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Dec. 10, 2021

BMO Private Wealth

Global Markets Commentary: The COVID-19 Accordion

Our experts provide an overview of recent global events and their impact on the markets

Dec. 7, 2021

BMO Private Wealth

The New Variant and Market Volatility

The BMO Nesbitt Burns Portfolio Advisory Team provides perspective on the market volatility over the last week lead by two major developments

Nov. 18, 2021

BMO Private Wealth

Equity and Fixed Income Strategy

The Equity & Fixed Income Strategy provides an overview of recent events and their impact on equity and fixed income markets

Nov. 12, 2021

BMO Private Wealth

Global Markets Commentary: We may have turned a corner

Our experts provide an overview of recent global events and their impact on the markets

Oct. 8, 2021

BMO Private Wealth (Canada)

Global Markets Commentary: Fantastical Tales and Riddles

Our experts provide an overview of recent global events and their impact on the markets

Sept. 17, 2021

BMO Capital Markets

Canadian Strategy Snapshot: Dissecting the Canadian Value Proposition

Brian Belski, Chief Investment Strategist, BMO Capital Markets shares his weekly outlook for the Canadian market

Sept. 17, 2021

BMO Capital Markets

US Strategy Snapshot: Providing Some Context on Market Rhetoric

Brian Belski, Chief Investment Strategist, BMO Capital Markets shares his weekly outlook for the U.S. market

Sept. 15, 2021

BMO Private Wealth (Canada)

Global Markets Commentary: August possibly a linchpin month

Our experts provide an overview of recent global events and their impact on the markets

Aug. 13, 2021

BMO Private Wealth (Canada)

Global Markets Commentary: Tokyo 2020

Our experts provide an overview of recent global events and their impact on the markets

July 20, 2021

BMO Wealth Management U.S.

Q2 2021 Earnings Preview: Favorable outlook but high expectations

A healthy earnings season is welcome and expected this quarter, but much of the good news appears to be already priced in

July 8, 2021

BMO Private Wealth (Canada)

Global Markets Commentary: This Canada Day

Our experts provide an overview of recent global events and their impact on the markets

June 11, 2021

BMO Private Wealth (Canada)

Global Markets Commentary: Back to the future

Our experts provide an overview of recent global events and their impact on the markets

May 13, 2021

BMO Private Wealth (Canada)

Global Markets : Economies Thaw and Signs of Spring Abound

Our experts provide an overview of recent global events and their impact on the markets

April 20, 2021

BMO Private Wealth

2021 Federal Budget Review

BMO Private Wealth’s 2021 Federal Budget Review presents an analysis of the most significant income tax measures announced in this year’s budget

April 9, 2021

BMO Private Wealth (Canada)

Global Markets Commentary: A Wild Crossing

Our experts provide an overview of recent global events and their impact on the markets

March 29, 2021

BMO Global Asset Management

Weekly review: Consumer boom imminent in the US and UK

Take a look at the contrast between the strong economic prospects in the UK and US and the more dismal situation in Europe.

March 22, 2021

BMO Global Asset Management

Weekly review: vaccines trade war - how big a threat?

Last week was another week of drama on the vaccine front with threats of a trade war; a war in which everyone will lose.

March 15, 2021

BMO Global Asset Management

Weekly review: Riding the wave of worry in bonds

Global bond yields rise further on tax hike and inflation worries, yet US equities reach new record highs.

March 11, 2021

BMO Private Wealth (Canada)

Global Markets Commentary: March 2021

Our experts provide an overview of recent global events and their impact on the markets

March 8, 2021

BMO Global Asset Management

Weekly review: Will back to school mean back to inflation?

The return to school and progressive easing of lockdown restrictions will impact UK markets, but will this lead to inflation?

March 1, 2021

BMO Global Asset Management

Weekly review: How high will bond yields go?

How high will bond yields go? An estimated 10-year yields rise to 2% on US Treasuries, 1.5% for UK gilts, and zero for German bunds.

Feb. 22, 2021

BMO Global Asset Management

Weekly review: Will Rising Bond Yields End the Bull Market?

Rising bond yields have hit equity markets over the last week. We look ahead and ask whether this trend signals the end of the bull market.

Feb. 15, 2021

BMO Global Asset Management

Weekly review: Navigating the lockdown easing

The tide has turned in the war against the virus: Is it the beginning of the end, and what does it mean for financial markets?

Feb. 12, 2021

BMO Private Wealth (Canada)

Global Markets Commentary: February 2021

Our experts provide an overview of recent global events and their impact on the markets

Feb. 8, 2021

BMO Global Asset Management

Risk on rally to continue despite vaccine setback

More volatility is expected in the market, but overall, the good news on the US economy will win out and push equities higher

Feb. 1, 2021

Weekly review: Europe lags in vaccine race

Tensions set to grow as Europe lags in vaccinations and fiscal support

Jan. 25, 2021

BMO Global Asset Management

Weekly review: US beats Europe on the economy and vaccines

We explore the economic and market contrast between Europe and the US in terms of the vaccines and the economy

Jan. 20, 2021

BMO Wealth Management U.S.

Election to inauguration: An update on market implications

Investors should consider the impact of geopolitical factors like Inauguration Day, Democrats gaining control of the Senate, and the pandemic

Jan. 20, 2021

BMO Wealth Management U.S.

Implications of a Democratic Senate

Our experts discuss how the policy landscape will change with Democrats gaining control of Congress

Jan. 19, 2021

BMO Private Wealth (Canada)

Perspectives du marché en 2021, selon Stéphane Rochon

This podcast is available in French only

Jan. 18, 2021

BMO Global Asset Management

Weekly review: Vaccines and budgets to drive markets

Our experts discuss how vaccine roll-out and budget decisions will impact the economy and what this means for corporate profits and equities

Jan. 14, 2021

BMO Private Wealth (Canada)

Brian Belski’s 2021 Market Outlook

Brian Belski, Chief Investment Strategist, BMO Capital Markets shares his thoughts on the market outlook for this year

Jan. 13, 2021

BMO Global Asset Management

Will the vaccines keep the bull market going?

Our expert provides an overview of the US and UK market outlook, considering impacts of vaccines and Trump impeachment

Jan. 11, 2021

BMO Private Wealth (Canada)

Global markets commentary: A page-turner year

Our experts provide an overview of recent global events and their impact on the markets

Jan. 4, 2021

BMO Global Asset Management

Vaccines offer hope as virus cases soar

With vaccinations and other factors at play, there is optimism for global economic and market recovery in 2021

Dec. 21, 2020

BMO Global Asset Management

Mutant virus forces Boris Johnson to cancel Christmas

The markets have weakened with news of a new Covid-19 strain in the UK, but we explain why this bad news might just be a buying opportunity

Dec. 21, 2020

BMO Private Wealth (Canada)

2021 Market outlook

The continuation of the roaring twenties recovery, rotation and reflation

Dec. 14, 2020

BMO Global Asset Management

Vaccine roll out a boost for markets

Our experts discuss Brexit, the vaccine and if there is any more room for upside in equities

Dec. 10, 2020

BMO Private Wealth (Canada)

Global Markets: The view from 30,000 feet

Our experts provide an overview of recent global events and their impact on the markets

Dec. 10, 2020

BMO Global Asset Management

Vaccines to the rescue

The markets must navigate some tricky waters before the vaccine-induced recovery takes hold

Dec. 1, 2020

BMO Global Asset Management

Will we get a Santa Claus rally?

Three Mondays of good news on the vaccine, yet it seems investors are short of their targets for risk assets and need to buy as year end approaches

Nov. 16, 2020

BMO Global Asset Management

Investors look set to put cash to work

With the US presidential election seemingly done and dusted, and after positive vaccine news, we cast our eyes forward to what will drive markets next

Nov. 13, 2020

BMO Private Wealth (Canada)

Brian Belski’s Market Outlook under a Biden Presidency

Brian Belski, Chief Investment Strategist, BMO Capital Markets shares his thoughts on the market outlook under Biden’s Presidency

Nov. 12, 2020

BMO Private Wealth (Canada)

Global Markets: Election and COVID — a One-Two Punch

Now that the bout has gone a full 12 rounds, and a winner has been declared, we can turn our attention elsewhere

Nov. 10, 2020

BMO Wealth Management U.S.

Beyond politics - Economic & scientific momentum continues

Election dust continues to settle

Nov. 9, 2020

BMO Global Asset Management

Vaccine comes to the rescue

It seems that the US election result would be the big news this week, but reporting of Pfizer's vaccine having a 90% efficacy rate has stolen the show

Nov. 5, 2020

BMO Private Wealth (Canada)

U.S. Election - What’s next: Markets and Economy

Our BMO Private Wealth experts discuss the U.S. election and potential implications for the markets and economy.

Nov. 4, 2020

BMO Private Wealth (Canada)

Too close to call

An update on the U.S. election, and the potential market impact based on the expected direction of policy, given promises made during the campaign

Nov. 4, 2020

BMO Private Wealth (Canada)

U.S. Election Insights with Brian Belski

Brian Belski, Chief Investment Strategist, BMO Capital Markets shares his thoughts on the U.S. election and the potential market impacts

Nov. 4, 2020

BMO Wealth Management U.S.

The focus narrows, but too close to call

Our BMO Wealth Management U.S. experts offer their perspective on the current election scenario

Nov. 2, 2020

BMO Wealth Management U.S.

Control of the Senate: The elephant and donkey in the room

While the Presidential election is a binary outcome, Senate results present more of a continuum with different investment implications

Nov. 2, 2020

BMO Global Asset Management

BMO GAM Macro Update

Virus surge leads to lockdown misery. So why might equities rally?

Oct. 30, 2020

BMO Wealth Management U.S.

U.S. Election Watch - The Final Countdown

To get a sense of where we may be headed, various experts review the potential market reaction to several election scenarios and more

Oct. 28, 2020

BMO Private Wealth (Canada)

Bank of Canada’s response to the COVID-19 crisis

BMO experts discuss BoC’s QE program, the risks and implications of prolonged monetary policy and who will end up paying for the growing deficit

Oct. 27, 2020

BMO Wealth Management U.S.

Outlook for Financial Markets - October 2020

Strained but balanced economy underpins the rebound

Oct. 26, 2020

BMO Global Asset Management

Vaccines + elections = great uncertainty

With two massive events approaching – the US election and Phase III vaccine trail results, we could see some big moves

Oct. 19, 2020

BMO Global Asset Management

Is the market due for a fall?

We discuss company profits, progress on the virus and Brexit, with a view to working out where markets are headed next

Oct. 13, 2020

BMO Global Asset Management

The Fed’s new framework and its evolving reaction function

For investors, the implications are likely to be a more durable long-run “risk on” environment, a flatter yield curve and a depreciating dollar

Oct. 12, 2020

BMO Global Asset Management

Better-than-terrible Earnings reports could lift markets

We focus on the Q3 reporting season where we learn just how well or badly companies in the US, and across the globe, fared in the last three months

Oct. 9, 2020

BMO Private Wealth (Canada)

Global Markets: Attention turns to election countdown

Markets have started to acknowledge the dual risks of an uncertain outcome from the U.S. election and the threat of a COVID-19 second wave

Oct. 5, 2020

BMO Global Asset Management

Heightened housing activity and Brexit not broken

UK housing mini boom – will it last? Deal or No Deal on Brexit?

Sept. 29, 2020

BMO Global Asset Management

BMO GAM Macro Update: Will the vaccine save Christmas?

There’s a lot of bad news around at present, especially for the UK, but there are reasons to be optimistic

Sept. 15, 2020

BMO Private Wealth (Canada)

Equities not feeling the back-to-school blues

The upcoming change of seasons and uncertainty about students returning to classrooms didn’t dampen equity markets in August

Sept. 14, 2020

BMO Global Asset Management

Market Wobbles: is this a buying opportunity?

Economies are recovering, and an approved vaccine will allow that to continue – when that happens recent market falls present a buying opportunity

Sept. 7, 2020

BMO Global Asset Management

Virus versus a vaccine

What was once a distant and vague hope now looks like a racing certainty. The market is only just beginning to wake up to this

Sept. 2, 2020

BMO Wealth Management U.S.

Election 2020: Assessing the market impact

With campaign season in full swing, we examine the U.S. election’s potential impact on future policy direction and the possible market implications

Sept. 1, 2020

BMO Global Asset Management

The end of the summer holidays, and the equity rally?

August is often a turbulent month for markets, but this year was definitely an exception. Why are markets so divergent from the negative news flow?

Aug. 27, 2020

BMO Wealth Management U.S.

The U.S.-China trade war has moved to the Internet

The U.S. - China breakup is getting messy with Trump’s executive orders restricting TikTok and WeChat in U.S.

Aug. 26, 2020

BMO Global Asset Management

Canadian housing holding up against Bearish fears

In line with our expectations, the Canadian housing market has held up despite the COVID shock

Aug. 24, 2020

BMO Global Asset Management

Bad news on the virus makes a vaccine even more important

Although global levels of infection remain high, the potential for vaccine success accelerates

Aug. 17, 2020

BMO Global Asset Management

Value outperforms as Washington fails to act

Another week of drama on the world stage, with the US involved in almost everything

Aug. 13, 2020

BMO Private Wealth (Canada)

Global Markets Commentary: A golden time for stocks

Positive economic data offers welcome comfort after a tumultuous time of lockdown and uncertainty

Aug. 10, 2020

BMO Global Asset Management

Macro Update - Vaccine to bail out the bulls

Another wild week in markets, as President Trump ups the ante in the battle with China – and China gets tough with Hong Kong

Aug. 3, 2020

BMO Global Asset Management

Macro Update - August 3

There’s been a subtle but significant shift in the pattern of virus data in the last week or two - and it’s not good news

July 27, 2020

BMO Global Asset Management

Signs of more second waves: will the markets sink or swim?

Steven Bell looks at the factors that will impact markets in the coming weeks, and explains why conditions are still supportive for equities

July 20, 2020

BMO Global Asset Management

Markets this week: Politicians vs the US second wave

It’s another action-packed week ahead: political deals in Washington and Europe, some key economic data, as well as the litany of numbers on the virus

July 16, 2020

BMO Private Wealth (Canada)

Implications of the Federal Govt. deficit for Canadians

BMO experts explore the potential implications of the snapshot, which revealed a record deficit

July 13, 2020

BMO Global Asset Management

Markets supported despite hit to earnings

BMO GAM's Chief Economist remains cautiously optimistic about the future of the world economy

July 9, 2020

BMO Private Wealth (Canada)

Market Commentary: Netflix at home or theme park thrills?

BMO Private Wealth's Chief Investment Officer examines the tug-of war between improved economic data and alarming COVID-19 statistics across the globe

July 6, 2020

BMO Global Asset Management

Will the markets ride the US second wave?

After markets head higher yet again, is it time to breathe a huge sigh of relief and get off the risk-on, risk-off roller coaster?

June 29, 2020

BMO Global Asset Management

The US leads in economic data but lags in virus success

As economic data continues to confound forecasters’ expectations, how will this impact economic recovery?

June 22, 2020

BMO Global Asset Management

Lockdown in Beijing but British pubs to reopen

BMO GAM's Chief Economist, Steven Bell, reminds us that gloomy forecasts also provide the opportunity for positive surprises

June 19, 2020

BMO Global Asset Management

Recovery by 2022? It's fiscally possible

BMO’s global multi-asset team posits why the global economy may pull out of Covid-driven recession more quickly than consensus believes

June 19, 2020

BMO Capital Markets

Exploring the early stages of Bull markets

BMO experts analyze historical performance trends during the early parts of previous bull markets to get a gauge of what’s next for US stocks

June 18, 2020

BMO Capital Markets

U.S. Strategy Comment: From FOMO to FOGO

BMO expert explores the implications of a virus-related shutdown from a lifestyle perspective and its impact on investment strategies going forward

June 15, 2020

BMO Global Asset Management

Macro Update: Are we heading for a double dip?

As second waves hit across the world and stock markets tumble, Steven Bell points to sources of both worry and optimism

June 11, 2020

BMO Private Wealth (Canada)

Global Markets Commentary: Economic revival after COVID-19

Lesley Marks, BMO Private Wealth's Chief Investment Officer, shares her outlook on market recovery for economies around the globe

June 9, 2020

BMO Wealth Management U.S.

Commercial real estate: Preserve and adapt

BMO’s commercial real estate experts offer their perspectives on the different aspects of this vital industry

June 8, 2020

BMO Global Asset Management

Economist admits he got it wrong!

With markets soaring, Steven Bell sheds some light on how economists (himself included) got their forecasts wrong – by record amounts

June 2, 2020

BMO Capital Markets

Trillions is the New Billions

BMO's FICC Macro Strategy team bring you their top line thoughts on the Treasury yield curve and the massive retracement in credit and FX

June 1, 2020

BMO Global Asset Management

Will markets suffer a second wave of selling?

In his weekly Macro Update, Steven Bell explains why there is plenty on the horizon to disrupt markets this month

May 29, 2020

BMO Capital Markets

US Strategy Comment: Don’t Fret Over Valuation

Brian Belski, Chief Investment Strategist for BMO Capital Markets, analyzes the rise in U.S. stock market valuations

May 26, 2020

BMO Wealth Management U.S.

Geopolitics and the pandemic: An expert weighs in

Experts discuss the impact of the COVID-19 pandemic on global geopolitics and what it all means from an investment and economic perspective

May 26, 2020

BMO Global Asset Management

Risk rally to rumble on

Steven Bell reviews the market implications of easing lockdown restrictions across the globe

May 22, 2020

BMO Capital Markets

Canadian Seniors Housing in a COVID-19 World

Canadian Real Estate analyst Troy MacLean focuses on the long-term implications of the COVID-19 pandemic for the Canadian seniors housing sector

May 18, 2020

BMO Global Asset Management

Virus numbers improve

Steven Bell talks us through an atrocious April, a more measured May, and the potential for positive profits by next year

May 13, 2020

BMO Private Wealth (Canada)

Market commentary: Bridging the gap

Lesley Marks explores how one of the worst-ever months for the global economy was also one of the best-ever months for equity investors

May 12, 2020

BMO Global Asset Management

Optimism fades as forecasts cut

Steven Bell explains why forecasts are still too high and how the narrowing breadth could lead to a bear market

May 4, 2020

BMO Global Asset Management

Life after lockdowns

Countries are starting to ease their way out of lockdowns and there may be a second buying opportunity in equity markets

May 4, 2020

BMO Private Wealth (Canada)

Beware of comparisons with the Great Depression

Lesley Marks, BMO Private Wealth's Chief Investment Officer, highlights two important distinctions

April 14, 2020

BMO Wealth Management U.S.

The Fed’s controversial foray into high yield

Yung-Yu Ma explores what it is - and is not (for now)

Wealth Planning and Strategy

Oct. 30, 2024

BMO Private Wealth

How a holistic financial plan can help you protect your wealth

Financial planning isn't just about investments – it's about safeguarding your entire financial life

Sept. 26, 2024

BMO Private Wealth

Next Gen: 5 ways to kick-start your charitable giving

Our expert discusses what this cohort needs to know about charitable giving.

Sept. 5, 2024

BMO Private Wealth

Five key factors in navigating legacy planning

Every family office needs a solid legacy plan, but creating one is often easier said than done.

Aug. 15, 2024

BMO Private Wealth

Capital Gains Inclusion Rate Increase – Insurance Planning

Learn more about how the Capital Gains Inclusion Rate Increase affects insurance planning for individuals and corporations

Aug. 8, 2024

BMO Private Wealth

How donor-advised funds can simplify your giving

An increasing number of high-net-worth Canadians are using donor-advised funds for their philanthropic giving

July 18, 2024

BMO Private Wealth

Planning for the family vacation property

What should you consider when designing a succession plan for your vacation property?

July 11, 2024

BMO Private Wealth

Reducing portfolio volatility with private equity

Those who access family offices are looking to private market to enhance the diversification in their portfolios

July 10, 2024

BMO Private Wealth

4 things high-net-worth women should look for in an advisor

Consider these tips before you make a decision

June 12, 2024

BMO Private Wealth

Capital Gains Tax Update: What You Need to Know Now

Find out more about the recent updates to the Capital Gains Inclusion Rate and how it might affect you

May 21, 2024

BMO Private Wealth

6 considerations for creating a family governance plan

Developing family values, creating opportunities for conversation and talking to loved ones about how they view wealth

May 3, 2024

BMO Private Wealth

What the next generation needs to know about money

What can the next generation can do to set themselves up for success?

March 5, 2024

BMO Private Wealth

2024 Personal Tax Calendar

Here are several important dates on the tax calendar and some tips to help you with your overall wealth planning.

March 4, 2024

BMO Private Wealth

Completing Your 2023 Income Tax Return Checklist

Here are some reminders to help you prepare to file your return and maximize your tax savings.

Jan. 9, 2024

BMO Private Wealth

10 ways to divorce-proof your assets and protect your wealth

Divorce is complex when large assets are involved so it's best to be prepared

Dec. 6, 2023

BMO Private Wealth

The art of investing in art

Here are a few things to consider if you want to become a serious investor in the art market.

Dec. 4, 2023

BMO Private Wealth

The art of transformational giving

Here’s what you need to know about making a sizeable donation

Nov. 22, 2023

BMO Private Wealth

2023 Year-End Tax Planning Tips

We highlight important tax-saving strategies that can be implemented before year-end.

Nov. 2, 2023

BMO Private Wealth

Proposed changes to the AMT could complicate charitable giving

Learn more about newly proposed changes to the Alternative Minimum Tax (AMT)

Oct. 27, 2023

BMO Private Wealth

First Home Savings Account

Learn more about the advantages of the First Home Savings Account for the purchase of your first property.

Sept. 18, 2023

BMO Private Wealth

Fight the feelings: How emotions hold us back from making money

Learn how emotions can impact our investment behaviour – and how to help logic prevail

Aug. 30, 2023

BMO Private Wealth

All in the Family: A Primer on Gifting Property

Our experts share the many personal, financial, tax, and legal implications to consider when gifting assets to family members

Aug. 28, 2023

BMO Private Wealth

Taking Money Out of an RESP

Here are tips on when and how to make withdrawals from your RESP

Aug. 23, 2023

BMO Private Wealth

Retirement Strategies to Stay Focused on the Long Term

We outline strategies to help ensure retirement savings are insulated as much as possible from volatility and positioned to rebound when it subsides

Aug. 10, 2023

BMO Private Wealth

Strategies for Your Retirement Savings Plan

Here are some strategies you can use to maximize the benefits of your RRSP, TFSA and RRIF.

Aug. 10, 2023

BMO Private Wealth

Planning For Certain Risks in Retirement

It's never too early to plan for your retirement. Here are some considerations to avoid risks in retirement.

Aug. 3, 2023

BMO Family Office

6 Tips for Talking to Adult Children About Your Family’s Wealth

How can you have money-related discussions with your adult children?

July 20, 2023

BMO Private Wealth

Canadian Snowbirds and U.S. Income Tax

Canadian residents who spend time in the U.S. need to be aware of the potential liability of paying U.S. income tax

July 19, 2023

BMO Private Wealth

Canadian Ownership of U.S. Real Property

Here's an overview of U.S. reporting and tax issues related to Canadian ownership of U.S. real property

July 18, 2023

BMO Family Office

Don’t be a “Roy”: 4 Succession Planning Tips from "Succession"

Here are some of the real-life succession and estate planning lessons ultra high-net-worth families can learn from this hit series

July 11, 2023

BMO Private Wealth

5 Ways Our Brains Make Us Bad Investors

Here are five common behavioural biases to watch for as an investor.

June 26, 2023

BMO Private Wealth

Wealth Planning Insights For the 2SLGBTQ+ Community

Learn about comprehensive wealth planning to ensure the financial security and well-being of married and common-law 2SLGBTQ+ couples

June 26, 2023

BMO Private Wealth

BMO recognized as Best Private Bank, Best Commercial Bank and Best Retail Bank

For the 13th straight year, we’re proud to be recognized as the Best Private Bank in Canada by World Finance Magazine.

June 22, 2023

BMO Private Wealth

6 Strategies to Take Your Emotions Out of Investing

Here's a look at some of the tried-and-true ways of taking emotions out of our investing

June 5, 2023

BMO Private Wealth

The Wide World of Alternative Investments

To enhance downside protection, it’s time to think beyond stocks and bonds

May 18, 2023

BMO Private Wealth

Planned Giving – Optimize Your Gifting Strategy With Insurance

Consider these life insurance strategies to magnify the benefits of your donation dollar.

May 18, 2023

BMO Private Wealth

Protecting Your Wealth

Protecting your family’s wealth that you've worked so hard to build is a key priority to help you meet your financial goals.

May 17, 2023

BMO Family Office

From donation to philanthropy: How charitable giving has evolved generationally

As a new generation takes control of wealth,what used to predominately exist as a charitable transaction has evolved into a philanthropic relationship

May 9, 2023

BMO Private Wealth

Top 5 Financial Planning tips for the Sandwich Generation

Taking care of both aging parents & kids can feel overwhelming. Here are some ways to help manage the responsibility and stay on top of your finances.

April 26, 2023

BMO Private Wealth

Reduce Your Taxes with a Prescribed Rate Loan

Learn how the increases in the prescribed interest rate affect income splitting strategies.

April 25, 2023

BMO Private Wealth

Pension Income-splitting Provides Tax Planning Opportunities for Couples

Pension income-splitting is a strategy couples can use to lower their family taxes.

April 20, 2023

BMO Private Wealth

A Guide to the Principal Residence Exemption

The Principal Residence Exemption can help you reduce or eliminate any capital gains from the sale of your home.

April 13, 2023

BMO Private Wealth (Canada)

21st century philanthropy: Giving with purpose

Discover why philanthropy can be part of everyone’s wealth plan

March 22, 2023

BMO Private Wealth

Planning For Your Income Tax Refund

Here are recommendations to reduce debt and build wealth with your tax refund, and how to manage income tax withholding and instalment payments.

March 22, 2023

BMO Private Wealth

2023 Tax Tips for Investors

Our experts provide an overview of select strategies to assist you in reducing your 2023 tax bill.

March 21, 2023

BMO Family Office

Family Meetings: Step one of family governance

Family meetings are an important part of the family governance process. Here's why.

March 21, 2023

BMO Family Office

Overview of Private Equity

We provide an overview of the private equity landscape, the anticipated benefits and returns, and potential considerations of private equity

March 1, 2023

BMO Private Wealth

Stepping Over the Pay Gap

How women can overcome systemic barriers and negotiate better employment compensation

March 1, 2023

BMO Private Wealth

The Great Wealth Transfer is coming – here’s how to properly pass down your estate

Here are four steps you can take to pass your assets down to the next generation

March 1, 2023

BMO Private Wealth

Estate Planning for Women: Why it should be on your to-do list

Women often face unique challenges that make an estate plan even more valuable to addressing their needs

Feb. 21, 2023

BMO Private Wealth

How to navigate family philanthropy upon separation and divorce

A separation or divorce can profoundly impact family philanthropy. Are you prepared to navigate a breakup and an evolving philanthropic plan?

Feb. 14, 2023

BMO Private Wealth

Claiming Home Office Expenses on Your 2022 Personal Income Tax Return

Methods for employees to use when claiming 2022 home office expenses.

Feb. 9, 2023

BMO Private Wealth

5 Ways to Put Diversity, Equity and Inclusion at the Centre of your Investing

Research shows that embracing diversity, equity and inclusion policies can offer economic as well as social benefits

Jan. 26, 2023

BMO Private Wealth

Financial Resolutions for 2023

As you consider your financial priorities for the coming year, here are some financial resolutions that could help position you for financial success

Jan. 19, 2023

BMO Private Wealth

Does your wealth plan need a tune-up?

We’ve identified seven spots you may not typically have on your radar – tax, insurance, estate planning, retirement and more – as places to start

Dec. 7, 2022

BMO Private Wealth

Strategies to Minimize Capital Gains Tax

Towards the end of the year, many investors review their investment portfolios to determine the anticipated tax impact of any capital gains and losses

Dec. 5, 2022

BMO Private Wealth

BMO Private Wealth Panel Discussion: Gifts of Purpose, Passion and Transformation

In a panel discussion on National Philanthropy Day, our experts shared how BMO clients are using charitable strategies to boldly grow the good

Nov. 30, 2022

BMO Private Wealth

Consider Tax-Loss Selling in Your Year-End Planning

As the end of the year approaches, you may want to review your investment portfolio to consider possible rebalancing opportunities

Nov. 30, 2022

BMO Private Wealth

2022 Year-End Tax Planning Tips

We highlight important tax-saving strategies that can be implemented before year-end.

Nov. 15, 2022

BMO Private Wealth

Gifts of Passion, Purpose and Transformation - The gift that keeps on giving

After a client received a sizable gift from her sister’s estate our experts worked together to create a donation strategy that would honour her sister

Nov. 15, 2022

BMO Private Wealth

Gifts of Passion, Purpose and Transformation - From entrepreneur to focused philanthropist

Learn how one family worked with BMO Private Wealth to create new opportunities for underrepresented student populations at Dalhousie University

Nov. 15, 2022

BMO Private Wealth

Gifts of Passion, Purpose and Transformation - Generations of generosity

Learn how a family run charity partnered with our Philanthropic Advisory Services team to develop a new mission for the Foundation

Nov. 1, 2022

BMO Private Wealth

Perspectives on Canadian Real Estate

BMO experts share their perspectives on Canada's housing market and provide guidance on how families can maximize their investments in real estate

Oct. 31, 2022

BMO Private Wealth

Federal Budget: 8 Measures That Could Make Real Estate More Affordable

John Waters, VP and Director of Tax Consulting Services, shares eight 2022 Federal Budget measures that can make real estate more affordable

Oct. 31, 2022

BMO Private Wealth

Canada's Real Estate Market: 5 Things You Need to Know

Sal Guatieri, Senior Economist, BMO Capital Markets, shares five things you need to know about Canada’s real estate market

Oct. 5, 2022

BMO Private Wealth

Probate Planning

Learn more about the probate process and strategies to minimize probate taxes.

Oct. 5, 2022

BMO Private Wealth

Importance of Estate Planning

It's important to be proactive when planning your estate, regardless of your age, estate size or complexity of your situation.

Sept. 6, 2022

BMO Private Wealth

Teaching Your Children About Money

Ways to teach your children the importance of finance and the value of money

Aug. 15, 2022

BMO Family Office

Agreeing to a Shared Purpose - ‘The purpose of Purpose’ Virtual Event Series

BMO Family sat down with Stonehage Fleming, an award winning global multi-family office to discuss the importance of agreeing to a shared purpose

Aug. 15, 2022

BMO Family Office

Technology Risks in Stewarding Wealth - ‘The purpose of Purpose’ Virtual Event Series

BMO Family Office sat down with Larry Zelvin, BMO’s Head of Financial Crimes Unit, and Stonehage Fleming, an award winning global multi-family office

July 29, 2022

BMO Private Wealth

Retirement Planning Considerations

An overview of these programs and some factors to consider when withdrawing from these plans.

June 30, 2022

BMO Private Wealth

BMO Recognized as Best Private Bank, Best Commercial Bank and Best Retail Bank in Canada

For the 12th straight year, we’re proud to be recognized as the Best Private Bank in Canada by World Finance Magazine.

May 31, 2022

BMO Private Wealth

Wealth Planning for Uncertain Times

It's important to have a wealth plan. Here are some tips to help you stay focused on long-term financial goals.

April 28, 2022

BMO Private Wealth

The Case for Alternative Investments

These non-traditional investments may help weather the storm and achieve portfolio diversification. We explain how.

April 13, 2022

BMO Private Wealth

Differences between U.S. and Canadian mortgages

Thinking about a cross-border property purchase? Now’s the time to learn the different rules and requirements surrounding Canadian and U.S. mortgages.

April 11, 2022

BMO Private Wealth

6 tips to protect your finances during separation or divorce

A separation or divorce can profoundly impact your financial future. How can you protect your assets during a split?

Dec. 23, 2021

BMO Private Wealth

Building a Lasting Wealth Legacy

Learn fundamental principles to prepare the next generation to manage the family wealth successfully and build a lasting wealth legacy

Dec. 13, 2021

BMO Private Wealth

Tax It or Keep It? Philanthropic Considerations When Selling a Business

Whether you are new to philanthropy or already engaged, the sale of your business presents a unique opportunity to assess your charitable giving goals

Dec. 7, 2021

BMO Private Wealth

2021 Year-End Tax Planning Tips

We highlight important tax-saving strategies that can be implemented before year end

Dec. 6, 2021

BMO Private Wealth

Year-end Tax Planning

As year-end quickly approaches, potential year-end investment and financial planning strategies and reminders could help you reduce your 2021 tax bill

Nov. 19, 2021

BMO Private Wealth

Financial Planning Year-End Checklist

As year-end quickly approaches, potential year-end investment and financial planning strategies and reminders could help you reduce your 2021 tax bill

Oct. 27, 2021

BMO Private Wealth

A Guide to Choosing a Financial Advisor

Learn everything you need to know about financial advisors and how to find the best financial advisor to suit your needs

Oct. 27, 2021

BMO Private Wealth

Successfully Investing in Art to Grow Your Wealth

Collecting art is a fulfilling way to pursue one’s passion or love for art, but it is also becoming another means to grow wealth

Oct. 27, 2021

BMO Private Wealth

Investing in a Sustainable and Socially Responsible Way

There’s a movement among investors that continues to grow in popularity and that’s sustainable and socially responsible investing

Oct. 20, 2021

BMO Private Wealth

What COVID-19 Has Revealed About Women’s Perspectives on Giving

A look at the nature of giving amongst women – especially during difficult times.

Aug. 30, 2021

BMO Private Wealth

Education planning for your children

There are several saving options to ensure you have the funds necessary when your child begins their post-secondary studies

Aug. 27, 2021

BMO Private Wealth

Informal or “In-trust” accounts - Friend or Foe

We explain the structure of an ITF account and other considerations when setting up an ITF account for a minor child.

July 29, 2021

BMO Private Wealth

How to get started with family meetings

Ask yourself these 5 questions to get started, plus get some location tips and agenda considerations to set your family up for a successful meeting.

July 29, 2021

BMO Private Wealth

The importance of family meetings

Find out why they are are the key to building a connected, positive culture when discussing important matters, like family financials and planning

July 29, 2021

BMO Private Wealth

8 Communication tips for successful family meetings

Whether you’re new to family meetings or looking for ways to improve upon them, these tips will help make sure everyone is on the same page

June 24, 2021

BMO Private Wealth (Canada)

Incapacity planning in a mobile world

Specialized planning is essential should you become incapable of making decisions while outside your home province or territory

June 24, 2021

BMO Private Wealth (Canada)

Cross-Border implications of purchasing life insurance policies

We provide overview of what you should consider if you have U.S. family members involved in the insurance planning process

June 22, 2021

BMO Private Wealth (Canada)

Behavioural finance: 4 things to know about how we invest

When it comes to investing, rational choices don’t always apply. So what are these behaviours and what can you do to avoid them?

May 12, 2021

BMO Private Wealth (Canada)

Tax considerations for Canadians moving to the U.S.

We highlight some key tax implications of a cross-border move to the U.S.

Dec. 15, 2020

BMO Wealth Management U.S.

Year-end tax planning thoughts

With tax laws in a state of flux, what planning strategies should you consider?

Dec. 8, 2020

BMO Private Wealth (Canada)

2020 Year-end tax planning tips

We highlight important tax-saving strategies that can be implemented before year-end

Dec. 8, 2020

BMO Private Wealth (Canada)

The emergence of blended charitable gifts

Here we explore gift strategy and how it provides tax advantages during one’s lifetime and when a gift is made from an estate

Nov. 26, 2020

BMO Private Wealth (Canada)

The family name

A surname’s legacy of wealth may precede you, but you can choose whether and how it defines you

Nov. 12, 2020

BMO Private Wealth (Canada)

Preparing heirs for a lifetime of charitable giving

Here are 6 ways to teach your children the role of giving in wealth stewardship

Nov. 2, 2020

BMO Private Wealth (Canada)

Passing it on?

We explore the expectation vs. reality of leaving and receiving an inheritance

Oct. 26, 2020

BMO Private Wealth (Canada)

Engaging the next generation

Are you prepared? Children and grandchildren need to get ready for their roles as inheritors

Oct. 2, 2020

BMO Wealth Management U.S.

What’s your 2020 tax contingency plan?

We look at some post-election tax planning strategies you may need to consider

Aug. 10, 2020

BMO Wealth Management U.S.

How to handle financial planning during a divorce

From tax implications to spousal support and division of assets, we offer expert tips to help you make better decisions during the divorce process

May 29, 2020

BMO Global Asset Management

In response to COVID-19: Important RRIF changes for 2020

Learn more about RRIF Annual Minimum Payment (AMP) changes for 2020

May 21, 2020

BMO Capital Markets

COVID-19 and the future of Treasury departments

Experts delve deeper into findings from the recent AFP survey and offer insights on how treasurers can adapt and evolve amid the ongoing pandemic

April 30, 2020

BMO Wealth Management U.S.

The quest for financial wellness in an uncertain time

Stressful times like these leave us vulnerable to making bad financial decisions

April 20, 2020

BMO Private Wealth (Canada)

“Stress testing” your estate plan in a time of crisis

A crisis can be a catalyst for action if you don’t have an estate plan – or even a Will

April 20, 2020

BMO Private Wealth (Canada)

How to best support those who are in need

If you are looking to make a difference, our Emergency Philanthropy Response Guide provides information to help you, as you help others

March 17, 2020

BMO Wealth Management U.S.

Tips on protecting your personal and financial information

Here are some of the best tips to help protect yourself and your information over the internet

March 16, 2020

BMO Global Asset Management

The benefits of long-term investing

Stay invested and realize your goals

Estate & Trust

Sept. 23, 2024

BMO Private Wealth

How to get your Will validated in Quebec

Quebecers need a valid Will before their assets can be distributed to their heirs

July 17, 2024

BMO Private Wealth

What every Canadian should know about financial elder abuse

Our expert shares what to watch for with older loved ones

June 21, 2024

BMO Private Wealth

Peeling back the probate process

Probate is one of the more misunderstood parts of estate administration, but it can also be one of the most important

June 11, 2024

BMO Private Wealth

Why everyone needs a Power of Attorney

Many focus on creating a Will, but having a well-drafted Power of Attorney is equally crucial, if not more so

April 10, 2024

BMO Private Wealth

New Tax Reporting Requirements for Trusts

Learn more about the recent changes to the tax reporting requirements for trusts.

Dec. 21, 2023

BMO Private Wealth

Succession strategies for Canadian farmers

Here are some key success strategies to help families properly pass their farms on to the next generation

Oct. 16, 2023

BMO Private Wealth

Estate planning for modern families in a post-Brady Bunch era

Find out how blended unions can develop – and communicate with loved ones – a plan that’s right for their unique situation

Aug. 1, 2023

BMO Private Wealth

8 Tips to Bulletproof Your Will

In a perfect world, your final wishes would be carried out just as you wish. But what if a member of your family isn’t happy and contests your Will?

July 21, 2023

BMO Private Wealth

U.S. Estate Tax for Canadians Income Tax Considerations

Here are some suggestions to minimize potential U.S. estate tax implications that could apply to Canadian estates.

May 9, 2023

BMO Private Wealth

Is it Time to Consider a Corporate Executor for Your Will?

Here’s a look at why more families are handing the responsibility of executor over to an experienced team of professionals

April 5, 2023

BMO Private Wealth

Why trusts are an essential tool for wealthy families

Are trusts right for you? Find out why trusts are an essential tool for wealthy families

June 16, 2022

BMO Private Wealth

Estate Planning for Indigenous People and Implications for Reserve Land

Estate planning for Indigenous people can require special considerations due to particular laws and legislation

April 27, 2022

BMO Private Wealth

Estate Planning and Dependant’s Relief Claims

Learn about the implications on estate plan and Wills in situations where a financial dependant makes a claim against an estate of a deceased person

March 7, 2022

BMO Private Wealth

A Look at Recent Changes to Ontario Estate Law

We explain recent changes to Ontario estate law and provide tips on how to protect your estate in Ontario according to Bill 245

Jan. 25, 2022

BMO Private Wealth

Planning for incapacity with a protection mandate

Laying out your wishes should you become incapacitated can enhance your quality of life and make things easier for your loved ones

Aug. 27, 2021

BMO Private Wealth

Considering RESPs as part of your estate plan

An RESP is an asset too that shouldn't overlooked when it comes to estate planning

Aug. 13, 2021

BMO Private Wealth (Canada)

Estate Planning for blended families

We explore the unique estate planning challenges in a blended family context

July 8, 2021

BMO Private Wealth (Canada)

Estate planning for your digital assets

More than ever people are seeing the value of appointing a digital executor. Here’s why it’s important for you to consider one too.

June 24, 2021

BMO Private Wealth (Canada)

Estate Planning for your worldwide assets

Whether you have a vacation villa or securities in a local business overseas, specialized estate planning is essential for these global assets

June 22, 2021

BMO Private Wealth (Canada)

The advantages of a corporate trustee

We explore how a professional trustee can help administer a testamentary trust by objectively balancing the needs of multiple beneficiaries

June 16, 2021

BMO Private Wealth (Canada)

Family pets: Why you should include them in an estate plan

Here are a few things to keep in mind when creating your plan

June 16, 2021

BMO Private Wealth (Canada)

The benefits of testamentary trusts

From control to tax efficiency and creditor protection, we explore the many benefits a testamentary trust can offer to your estate plan

May 31, 2021

BMO Private Wealth (Canada)

Wills that work

A properly drafted Will provides peace of mind through greater choice, control and simplicity.

May 12, 2021

BMO Private Wealth (Canada)

The consequences of dying without a Will

Having a Will can save your estate money and save your family a lot of anguish and frustration. Here's how.

Feb. 10, 2021

BMO Private Wealth (Canada)

Estate planning during COVID-19: Power of Attorney

Ensuring you have an up-to-date Power of Attorney is still one of the best ways to protect your family

Feb. 1, 2021

BMO Private Wealth (Canada)

Estate planning during COVID-19

Ensuring that you have an updated Will in place can go a long way toward protecting your family

Responsible Investing

Aug. 19, 2024

BMO Private Wealth

Why tree planting is key for the energy transition

Read more about how reforestation can help us achieve our climate goals

April 29, 2024

BMO Private Wealth

Here’s how you can invest with sustainability in mind

Find out how you can create a more sustainable portfolio.

Sept. 22, 2023

BMO Private Wealth

Responsible Investing: Busting 5 myths to build a better portfolio

We debunk the biggest RI myths to help you build a better portfolio

April 18, 2023

BMO Private Wealth

5 Tips for Investing in the Energy Transition

Matt Soegtrop, Director of Responsible Investing at BMO Private Wealth, explains how to capitalize on the energy transition

Aug. 23, 2022

BMO Private Wealth

A Guide to Sustainable Investing

Sustainable investing can help ensure your investments align with your values. Learn how your money can be a powerful force for change.

Sept. 1, 2021

BMO Private Wealth (Canada)

Passion finds purpose

We take a closer look at Responsible Investing and ESG integration

June 24, 2021

BMO Private Wealth (Canada)

3 tips on engaging in impact investing for gender equality

We offer helpful tips on how to integrate a gender-lens to your investment strategy

May 10, 2021

BMO Private Wealth (Canada)

Considering Responsible Investing? Here's why you should

Responsible Investing may be a way to build a more ethical investment portfolio without sacrificing profitability.

March 25, 2021

BMO Private Wealth (Canada)

The Benefits of Environmental, Social & Governance (ESG) Investing

Listen to our recent podcast for tips on ESG investing with insights from Nalini Feuilloley, Director, Responsible Investments.

Business Owners

May 8, 2024

BMO Private Wealth

How to save for retirement when you’re running a business

Here are some strategies to help busy owners better prepare for life after business.

Feb. 16, 2024

BMO Private Wealth

Tips for Paying Yourself as a Business Owner

Here are some tips to help you figure out one of the most difficult questions for entrepreneurs

July 18, 2023

BMO Private Wealth

The Valuation of a Professional Service Practice

Understand what your firm is financially worth with these valuation considerations to make better decisions on succession/exit planning.

July 10, 2023

BMO Private Wealth

Intergenerational Transfers of Family Businesses – Proposed Tax Changes

Learn more about changes to current tax legislation related to the intergenerational transfers of shares proposed in the recent 2023 Federal Budget

May 29, 2023

BMO Private Wealth

When it Comes to Business Succession Planning, There’s No Time Like the Present

If you do want to plan an exit, there’s a lot to consider. Here are just a few things to think about.

May 18, 2023

BMO Private Wealth

Is a Professional Corporation Right For You?

Learn more about the implications of recent tax changes for Canadian private corporations.

May 18, 2023

BMO Private Wealth

Tax Planning for Physicians - Professional Corporations

Tax changes affecting Canadian private corporations that were introduced several years ago can have significant implications for physicians

April 27, 2023

BMO Private Wealth

Tax Planning for Business Owners - The Capital Gains Deduction

See why the Capital Gains Deduction is one of the most compelling tax planning opportunities for Canadian business owners

April 18, 2023

BMO Private Wealth

Transferring Your Business to the Next Generation

Learn how an “estate freeze” can be an effective strategy when transferring wealth or implementing a succession plan

April 18, 2023

BMO Private Wealth

2023 Federal Budget Implications for Canadian Private Companies

Here are some important proposed measures in the 2023 Federal Budget that affect private businesses.

April 12, 2023

BMO Private Wealth

4 Ways to Close the Gender Innovation Gap

Here are four ways to accelerate the path to equality and tear down the gender innovation gap

April 3, 2023

BMO Private Wealth

Tax planning tips for every stage of your business

It’s never too soon to start tax planning to protect your investment and avoid costly errors

Nov. 3, 2022

BMO Private Wealth

Acquisition Financing: Important Considerations and Case Study

Things to consider when acquiring financing to purchase or buy-out a business

Nov. 3, 2022

BMO Private Wealth

Succession Planning is Key for Business Owners

Learn about the importance of succession planning and how to assess your succession plan.

Aug. 26, 2022

BMO Private Wealth

5 Tips for Effective Management Succession Planning

We outline the benefits and top five things to consider when preparing your own management succession plan

Aug. 26, 2022

BMO Private Wealth

5 Common Challenges for a Family Enterprise

Many family businesses face common challenges due to the unique environments they operate in. We outline these challenges and tips to overcome them.

July 4, 2022

BMO Private Wealth

Tax and Insurance Planning Strategies for Automotive Business Transition

BMO Private Wealth held the second of a three-part series for automotive owners with a focus on tax and insurance considerations

July 4, 2022

BMO Private Wealth

Transition Planning Considerations, the Transaction Process and the Value of your Automotive Business

BMO Private Wealth held the final session of a three-part series for automotive owners with a focus on transition planning

July 4, 2022

BMO Private Wealth

Economic Trends Affecting Automotive Business Value

Event recap: BMO Private Wealth held the first of a three-part series for automotive clients focused on economic trends affecting the industry

June 7, 2022

BMO Private Wealth

Creating a Contingency Plan to Protect Your Business

For a small business owner, a contingency plan is a vital component to ensure the longevity of their business when faced with a critical event

April 27, 2022

BMO Private Wealth

Tax Planning for Real Estate Professionals – Tax Considerations of Incorporation

Here’s how independent real estate contractors in Ontario can benefit from incorporating

April 27, 2022

BMO Private Wealth

Navigating the Process of Buying a Business

Whether you’re becoming a first-time business owner or acquiring another, buying a business is a complex process we can help you navigate

Aug. 27, 2021

BMO Private Wealth

Who will buy my business?

Understanding the different types of buyers will help determine your priorities when selling your business

Aug. 27, 2021

BMO Private Wealth

5 Mistakes in Selling a Business

Selling a business is a complicated process. Here's how to avoid the common pitfalls.

Aug. 4, 2021

BMO Private Wealth

Keys to communication and decision making for a family business

Where a family business is concerned, the quality of your communication can lead to improved outcomes and enhance relationships

July 14, 2021

BMO Private Wealth

Digital transformation: How to future-proof your business

The global COVID-19 pandemic changed the way we live and work. Here are 5 digital strategies to help future-proof your business.

July 14, 2021

BMO Private Wealth

Financing options when buying or selling a business

The purchase and sale of a business can be a complicated process. We explore several key considerations for financing a business transaction.

June 17, 2021

BMO Private Wealth (Canada)

Unlocking business value through a sale to an employee

We explore the opportunities & challenges of a sale to an employee and provide some additional considerations for a successful business transition

June 8, 2021

BMO For Women

Best business leadership styles and qualities

How do you foster leadership within a company? We offer guidance on understanding and choosing between many effective styles of business leadership

Nov. 19, 2020

BMO Private Wealth (Canada)

Succession and transition planning for business owners

Our experts explore factors to consider when forming your business succession plan

Sept. 21, 2020

BMO Private Wealth (Canada)

Estate planning for business owners during uncertain times

In this podcast, we discuss the importance of selecting the right executor and examine various factors that come into play when making that choice

Sept. 18, 2020

BMO Private Wealth (Canada)

How business owners can stress test their estate plan

In this podcast, our BMO Trust expert discusses crucial items to consider when stress testing your estate plan and outlines 3 key steps of the process

April 20, 2020

BMO Private Wealth (Canada)

Business planning strategies during a crisis

James Wong reviews key actions business owners should consider implementing as part of their pandemic planning

April 15, 2020

BMO Private Wealth (Canada)

Best practices for business owners during uncertain times

These practices help business owners focus and manage their business effectively

April 10, 2020

BMO for Women

Bold(h)er: The resilience of Canadian small business

We bring questions from small business owners to Canada’s Minster of Small Business, Export Promotion and International Trade

April 1, 2020

BMO for Women

Coping with COVID-19: Planning and tax implications

Understand the impact and implications of COVID-19 on business and the economy by subject matter experts from BMO

March 30, 2020

BMO for Women

Coping with COVID-19: Access to capital and cash management

Experts help business owners navigate Capital & Cash Management issues

Lifestyle

Oct. 29, 2024

BMO Private Wealth

More studies needed to improve women’s mental health

We hosted a panel discussion on the importance of putting the unique needs and experiences of women at the forefront of mental health research

Sept. 13, 2024

BMO Private Wealth

Cybercriminals are using AI to target your finances

Cybercrime has become more advanced over the years, but the level of sophistication could take a quantum leap forward

Aug. 21, 2024

BMO Private Wealth

The missing piece of the retirement puzzle

How to create a solid foundation for living a happy, fulfilled life when you retire

May 14, 2024

BMO Private Wealth

Sex and gender-specific research needs to be a priority in women’s mental health

Our panelists discuss the need for sex and gender-specific studies, particularly in brain and psychiatric health research

April 11, 2024

BMO Private Wealth

Leadership lessons from an NHL coach

Sheldon Keefe shares his thoughts on what makes a great leader

March 15, 2024

BMO Private Wealth

Inclusive spaces: 3 ways to cultivate support for women's mental health

Learn more about the conversation we are having on how to help support women’s mental health in our daily lives

March 1, 2024

BMO Private Wealth

International Women’s Day: How a new mentorship program is creating more opportunities for women advisors

BMO Private Wealth is fostering support and career growth among women advisors

Jan. 17, 2024

BMO Private Wealth

What the “nudge” theory can teach us about investor behaviour

How nudge theory can help us overcome biases to make better financial decisions

Jan. 4, 2024

BMO Private Wealth

So, you want to buy a jet? Here’s what you need to know about financing

So, you want to buy a jet? Here’s what you need to know

Dec. 20, 2023

BMO Private Wealth

How to protect yourself from ransomware attacks

How high-net-worth families can protect themselves against ransomware attacks and other online threats

Nov. 29, 2023

Putting a priority on women’s mental health

Panelists at this BMO Private Wealth event discussed the importance of moving the dial on women’s health research

May 23, 2023

BMO Private Wealth

Athletes and Mental Health: 4 Ways to Protect Yourself from The Pressure

Elite athletes need help taking care of their psychological well-being, just like anyone else. Here are some strategies from the pros.

March 1, 2023

BMO Private Wealth

International Women’s Day 2023 - BMO Private Wealth calls on us all to define and #EmbraceEquity

Leading up to International Women’s Day (“IWD”), we are proud to celebrate the women of BMO Private Wealth who are an integral part of our success

Feb. 15, 2023

BMO Private Wealth

The Health and Wealth Connection

Your health decisions can have a long-term effect on your wealth. Here are strategies to protect your wealth plan.

Oct. 25, 2022

BMO Private Wealth

Keeping Score of Your Finances: 5 Tips for Young Athletes

As you embark on your career as a pro-athlete, here are five financial tips to guide you forward

Oct. 14, 2022

BMO Private Wealth

5 Tips for Success from Head Coaches of the NHL

BMO Private Wealth held a fascinating, and timely, in-person event with two of the NHL’s most respected coaches

June 6, 2022

BMO Private Wealth

From Tokyo to Qatar: A conversation with Atiba Hutchinson and Janine Beckie

We sat down with Canadian national soccer players, Janine Beckie and Atiba Hutchinson to talk about the future of the sport in Canada

April 1, 2022

BMO Private Wealth

Digital Security – Keeping Your Personal and Account Information Safe

It is important to know how to protect your information. Here are some ways to protect yourself and some key reminders to detect fraud.

March 1, 2022

BMO Private Wealth

International Women’s Day 2022 – BMO Private Wealth speaks up on #BreakTheBias

Leading up to International Women’s Day (“IWD”), we are proud to celebrate the women of BMO Private Wealth who are an integral part of our success

Feb. 9, 2022

BMO Private Wealth

Resiliency and Reaching Gold: A Conversation with Andre De Grasse

Andre De Grasse shares his strategies for getting ahead of adversity and the importance of mental preparation when working towards your goals

Sept. 16, 2021

BMO Private Wealth (Canada)

Leadership In a Time of Transition: A Conversation with Kirk Muller

Sylvain Brisebois, Head of National Sales Strategy, BMO Private Wealth, recently sat down with Muller to gain some insights on leadership.

May 18, 2021

BMO Private Wealth (Canada)

Here’s what to do if your information has been compromised

Cyber criminals are taking advantage of Covid-19, our remote work and our personal devices. If you suspect a hack, take these actions immediately.

May 18, 2021

BMO Private Wealth (Canada)

How can I protect myself from Covid-19 cyber crime?

Maintain your personal data and remote work cyber security during the pandemic. Take immediate and long-term precautions to protect yourself.

May 17, 2021

BMO Private Wealth (Canada)

Why you need better cybersecurity now

Covid-19 is generating new types of fraud. And, with so much confusion around pandemic health information, we’re all at risk of cyber crime.

April 1, 2021

BMO Private Wealth (Canada)

Dealing with Youth Mental Health During a Pandemic

Mental health issues among youth have escalated during the COVID-19 pandemic, leaving many young people feeling isolated, stressed and anxious.

March 4, 2021

BMO Wealth Management U.S.

The Biology of Good Relationships

Maintaining good relationships can help reduce stress, increase happiness and improve overall quality of life.

Feb. 1, 2021

BMO Private Wealth (Canada)

Cybersecurity with Larry Zelvin

Larry Zelvin, Head, BMO Financial Crimes Unit, discusses the rise in cybersecurity threats and steps we can take to better protect ourselves

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