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September 2022 Newsletter

Posted on: September 2, 2022

Market and Portfolio Update

History may not repeat, but it often rhymes..
We look at the similarities between markets in 2008 and 2022 and provide an overview of market conditions during the summer and what we are looking at heading into the fall.

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Monthly Feature

Technology Risks & Mitigating Cybersecurity Threats

With over 80% of cyber branches involving human action, it's important to be aware of steps we can take to mitigate technology risks.  BMO Family Office sat down with Larry Zelvin, BMO's Head of Financial Crimes Unit, and Stonehate Flebing, an award-winning global, multi-family office, to discuss how high-net worth families can mitigate technology risks by building digital resiliency.
You Asked, We Listened

What do I need to consider when deciding when to start collecting CPP?


When the time for retirement arrives, payments from the Canada Pension Plan or the Quebec Pension Plan ("CPP"/"QPP"), Registered Retirement Income Fund ("RRIF"), and Old Age Security ("OAS") are the main sources of retirement income for many Canadians. It is important to consider these income streams and discuss the planning opportunities with your financial professional as you approach your retirement years. This article provides an overview of these programs and some factors affecting the decision-making process.

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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.