Blog

Managing wealth is never easy. Market fluctuations bring unpredictable dips and rises. Global events wreak havoc on strategic plans. Shareholders want to move assets in different directions....

The surprise over the Federal government’s decision to increase the capital gains inclusion rate in the 2024 budget has mostly subsided, but now investors, entrepreneurs and their advisors must determine how that change might impact their portfolios....

Does being good at math mean you can direct your finances? Rebecca Clark, Director of Wealth Planning for BMO Private Wealth, isn’t so sure having a way with numbers is enough on its own....

Defensive stocks serve an important purpose in portfolios, providing ballast in more volatile periods. We are referring to companies that are less exposed to economic fluctuations (particularly of the downward kind) and, therefore, have more visible...