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March 2022 Newsletter

Posted on: March 3, 2022

Important Announcement
Here is a note from our Chief Operating Officer regarding safety of assets and safety of information as it relates to the Ukraine/Russia conflict:
  • BMO has no material direct exposure to the region.
  • BMO’s Financial Crimes Unit is monitoring the conflict and will stay in close contact with government authorities and key partners to share information. 
  • BMO has robust security safeguards in place and have taken additional precautionary measures since the escalation.
  • Our primary focus is on the safety and security of our customers’ accounts and personal information.

 

Market and Portfolio Update

As of yet, we do not have much to add to last week’s market update. Stock markets have been bouncing wildly, though in a net sideways motion for the past few weeks as they struggle to confirm a bottom of support before moving higher.

Click here to continue reading.
 

Monthly Feature
 

A Look at Recent Changes to Ontario Estate Law

If making changes to your estate plan is on your “to-do list,” it is important to be aware of several amendments that were introduced as of January 1, 2022 to estate legislation in Ontario. The Ontario government recently passed the Accelerating Access to Justice Act (“Bill 245”) which includes changes to the way Wills are interpreted and how your Will can now survive you after saying “I do” at the altar.

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.
 
 
 

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