Michael and Marisa’s Story: Navigating Canada’s Housing Crisis With a Plan — Not Panic

If you’ve looked at home prices recently and felt your stomach sink, you’re not alone. This is Daniel and Marisa’s story — but it mirrors thousands of Canadian couples trying to build a life in a market that feels out of reach....

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Top 5 wealth lessons learned in 2025

This past year will be remembered as a roller coaster ride. Between increasing tariffs, falling interest rates, fluctuating economic growth, and the familiar estate planning and tax-related issues that always arise, there was plenty to keep us on our...

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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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New pension plan for Ontario incorporated physicians

The Healthcare of Ontario Pension Plan (“HOOPP”) recently announced that Ontario incorporated physicians will be eligible to participate in its defined benefit pension plan, effective January 2025......

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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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Checklist of financial considerations when starting or growing your family

Jul 13, 2026 - BMO Private Wealth

Becoming a parent is one of life’s most exciting milestones....

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Are you emotionally ready for retirement?

Jul 06, 2026 - BMO Private Wealth

Retirement is one of the biggest life transitions any of us will go through, yet we tend to treat it primarily in financial terms. How much money is it going to take to realistically afford to step away from the job?...

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Why protecting your wealth means protecting your inner circle

Jun 29, 2026 - BMO Private Wealth

Technology, and the evolution of AI, has made it easier for bad actors to identify and exploit their friends, family, coaches, agents, and others around them....

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