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Managing Your Wealth

Managing Your Wealth

Wealth Themes

Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.

Wealth Planning Facts & Figures

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

Financial Resolutions for 2021

As you consider your financial priorities for the coming year, here are some financial resolutions that could help you save taxes, protect your portfolio, and position you for financial success in 2021.

Having Meaningful Money Conversations With Your Partner

Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money,

Are All Fees Created Equally?

With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives.