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February 2022 Newsletter

Posted on: February 2, 2022

Download the 2022 Wealth Planning Facts and Figures Sheet HERE.

Market and Portfolio Update 

Stock markets had a well-sized and probably overdue pullback of just over 10% from high to low (as measured by the US S&P500) to start the year. Is this a return to the normal? 
Click here to read more

Monthly Feature

NetWorth Newsletter

Introducing BMO Private Wealth's Winter 2022 edition of the NetWorth newsletter. Topics include how to bulletproof your will, investing in art to grow your wealth, and how to protect your business. 
Click here to read it

You asked, we listened. 

Renovation Planning

Renovations are one of the most common additional expenses that clients want to include in their financial plan, and it is often an expense individuals plan to undertake once they have finished their primary working years. However, many struggle with making the commitment, despite being able to afford it. 
Click here to read the article

We hope you enjoyed this month's newsletter. 
We are dedicated to keeping you informed and believe that higher, continuous education will push the securities industry to become more inclusive, transparent and accessible. 
If you know someone, be it a family member, colleague or friend, who can benefit from what you have learned today, please feel free to share this newsletter.

Have a Happy Valentine's Day!