2025
August has arrived and peaches are ripe, corn and beans are at their peak, and long summer evenings boast stunning sunsets. It’s a wonderful time to embrace nature’s bounty and enjoy the outdoors with friends and family. As we savour the season, it’s also a good moment to reflect on the things that matter most like family, legacy, and planning for the future.
Summer is in full swing, bringing warm days, lighter wardrobes, and an abundance of fresh Ontario fruits and vegetables, from juicy peaches to crisp cucumbers. Whether you’re enjoying cottage getaways or making the most of city festivals and patios, it’s a perfect time to slow down and savour the season.
In this month’s newsletter, we share the benefits of investing in Private and Alternative Investments and review the benefits of investing beyond Canada’s borders.
In this newsletter, we are sharing thoughtful and practical strategies to help you plan the smooth and efficient transfer of family wealth, including an important update on managing digital assets in our fast-changing world.
As expected, 2025 has begun with an abundance of political and possibly economic uncertainty. In this newsletter, we provide an overview on possible U.S. tariffs, a tax calendar to help you prepare for filing your 2024 return, and BMO Private Wealth provides their investment strategy for January 2025.
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