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The great wealth transfer is underway, with aging baby boomers passing their wealth onto the next generation. But another wealth transfer is emerging among aging advisors with hundreds of billions of dollars in client assets under management, potentially requiring new financial shepherds.

On May 22, 2025, the U.S. House of Representatives passed a budget reconciliation bill, known as “The One Big Beautiful Bill.” There may be some significant, potential impacts to Canadian businesses and investors based on the proposed legislation currently being debated in the U.S. Senate. The One Big Beautiful Bill (the “Bill”) may become an Act if voted in by the U.S. Senate and then signed into law by President Donald Trump.

With more than 3,000 tax treaties in force around the world, tax treaties represent the cornerstone of the international tax regime. A tax treaty, also referred to as a “convention” or “agreement,” is a binding legal agreement between two or more sovereign territorial jurisdictions to provide relief or benefits to the residents/nationals of the treaty signatory jurisdictions (usually countries, but sometimes a specific territorial part of a larger country, such as Hong Kong).

Your financial situation is unique, and so are your goals. Our experts create a tailored Wealth Plan that fits seamlessly with your life and aspirations. Experience the difference a personalized plan can make in achieving your complete financial success.

As a Platinum Banking client, enjoy unlimited banking features and exclusive benefits that go well beyond traditional personal banking. And, as a preferred BMO Nesbitt Burns client, receive a $50 reduction from either the $100 monthly Platinum Banking plan fee or the $125 monthly Platinum Banking for Professionals plan fee, when a minimum monthly balance of $1 million is held at BMO Nesbitt Burns. This monthly fee is waived completely when a minimum monthly balance of $5 million is maintained with BMO Nesbitt Burns.

Following days of uncertainty and mixed messages, both from other Cabinet members and from the President himself, President Trump confirmed that 25% tariffs on imports from Canada and Mexico – plus an additional 10% on imports from China – go into effect on March 4th. The news has sent global equity markets into a tailspin.

The Through Line: Over the weekend, it was announced that U.S. President Donald Trump intended to institute a blanket 25% tariff on all goods imported from Mexico and a similar 25% on all imports from Canada except energy which will be levied at 10%. An additional 10% tariff on all Chinese imports was also announced. While the use of tariffs was a frequent campaign trail promise, applying them in a blanket fashion – and to two primary trading partners was a surprise. Equity, fixed income, commodity and currency markets are likely to react sharply over the next few days as last-minute negotiations are sought and/or counter tariffs announced. This remains a highly fluid situation and we urge patience and calm as details evolve.

Are you a business owner or incorporated professional looking for a solid retirement savings strategy? An Individual Pension Plan (“IPP”) might be the solution for you.

Solid Q4/24 - Entering 2025 With Momentum - Increasing Estimates/Target Price

Weekly Strategy Perspectives provides key themes and views with respect to investment strategy based on events and their impact on equity and fixed income markets over the past week.

BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.