The Rise of DIY Investing in Canada — And When It Can Become a Risk

More Canadians than ever are investing independently using self-directed platforms and apps. The shift has been driven by zero-commission trading, increased financial content online, and an overall desire for more control....

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How New U.S. Tariffs Impact Canadians — And What It Means for Your Financial Plan

The United States is rolling out new tariffs on a range of imported goods — from metals and batteries to technology components and consumer products....

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How an IPP Helps Incorporated Business Owners Reduce Taxes

If you run an incorporated business, taxes probably feel like a partner who takes too much and contributes too little. And if you’re like most owners, retirement planning usually gets pushed to “later.” That’s where an IPP — an Individual Pension Pl...

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How to keep your emotions in check in volatile times

In the past year, market volatility has seemed to be the rule rather than the exception. The constant threat of tariffs and geopolitical instability might make you feel like you’re riding solo on an emotional roller coaster, but you’re not alone......

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Funding Your Child’s Future – Beyond the RESP

For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....

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The Emotional Currency of Wealth Transfer: Navigating Complex Conversations

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......

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Why more family offices are buying businesses to add to their portfolios

In late 2023, a well-known Canadian tech media outlet quietly changed hands, but not to a publishing conglomerate or an institutional investor. Rather, it sold to a husband-and-wife team with deep entrepreneurial roots......

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What to know about donor-advised funds as we head into the giving season

Oct 08, 2026 - BMO Private Wealth

If you’re planning to make a large charitable donation before the end of the year, setting up a donor-advised fund could be a great way to give....

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A 10-step checklist for first-time homeowners

Oct 07, 2026 - BMO Private Wealth

Buying your first home is a big step. While it’s an exciting journey, it can also be overwhelming. From choosing the right location to determining your budget, there’s a lot to consider....

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Your legacy in motion: The benefits and risks of early wealth transfer

Sep 28, 2026 - BMO Private Wealth

Our experts share some of the key considerations for families thinking of passing on wealth sooner rather than later....

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Spin Master’s Ronnen Harary on taking risks in your 20s

Aug 24, 2026 - BMO Private Wealth

From selling a novelty product on the streets of Toronto to building the company behind PAW Patrol, Ronnen Harary's career offers a masterclass for young entrepreneurs....

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How failure shaped Stephen Smith’s success

Aug 18, 2026 - BMO Private Wealth

His story offers a reminder that long-term success is often determined not only by how entrepreneurs, investors and families respond to setbacks, manage risk and contribute to something larger than themselves....

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