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Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
In times of uncertainty and market volatility, creating or updating your wealth plan will help to keep you focused on the long-term and can provide reassurance that your goals remain achievable.
You’ve worked hard to build your family’s wealth; that’s why protecting it is a key priority to ensure you are prepared to meet your current and future wealth management goals and commitments. This article discusses several considerations that can help to safeguard and enhance your wealth.
This is a helpful resource summarizing important tax, retirement and estate planning information.
Building a Lasting Wealth Legacy focuses on fundamental principles to consider, in order to prepare the next generation to manage the family wealth successfully, and it also includes a roadmap that outlines considerations to help build a lasting wealth legacy.
Having a TFSA works. Get one working for you. Whether you’re saving for a new car, a home purchase, your child’s education or retirement, a TFSA can help you reach your financial goals sooner.
Take notice of millennials – they’re devoted, educated, and focused to succeed.
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,