Monthly Newsletter

Featured monthly newsletter with content from subject matter experts.

Tax Planning for Business Owners - The Capital Gains Deduction

For 2023, business owners can use the Capital Gains Deduction to shelter up to $971,190 of capital gains on the sale of shares of a qualifying small business corporation....

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5 Tips for Investing in the Energy Transition

If you ever needed a reason to consider investing in the energy transition, a new report by the United Nations on the pace of global warming may provide some added motivation....

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Why Trusts Are an Essential Tool for Wealthy Families

One way for high net-worth (HNW) and ultra-high-net-worth (UHNW) families to carve out an equal helping of the estate planning pie – and to reduce tension among family members – is with trusts....

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International Women’s Day 2023 - BMO Private Wealth calls on us all to define and #EmbraceEquity

This year’s theme for International Women's Day (IWD) is #EmbraceEquity with a focus on starting conversations around why equal opportunities alone do not suffice. Although the terms equality and equity are often used interchangeably, there is a key...

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The Health and Wealth Connection

It makes sense then that good health can improve your work performance, which may lead to advancement opportunities and higher lifetime earnings....

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Keeping Score of Your Finances: 5 Tips for Young Athletes

Let’s be honest: you didn’t make it this far on luck alone. You’ve worked hard - very hard - often forfeiting time with family and friends for pre-dawn wake-up calls, late night practice sessions and seemingly endless training....

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5 Tips for Success from Head Coaches of the NHL

In hockey and in life, it’s important to be receptive, and “coachable.”  Former Habs player Alexander Romanov (recently traded to New York Islanders), is a prime example of a “coachable” athlete and why they’re appreciated....

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A Guide to Sustainable Investing

You recycle, compost and avoid purchasing single-use plastics. You support social justice initiatives and local diversity projects. But what about your portfolio? How can you take better control of your investments to ensure they align with your valu...

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3 Tips on Engaging in Impact Investing for Gender Equality

As the pandemic rages on, the financial effects continue to ripple through the economy, affecting many in its path.  Especially in these times, it’s getting more and more important for people to make investments that have a positive impact......

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Considering Responsible Investing? Here's why you should

For many, 2020 was seen as a “critical year for addressing climate change.”  Riding on a wave of environmental activism, the hope was that the 2020 UN Climate Change Conference (COP26), scheduled in November of last year, would solidify plans......

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