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

Jul 24, 2025

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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New pension plan for Ontario incorporated physicians

Feb 27, 2025

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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Tax Planning for Physicians - Professional Corporations

May 18, 2023

Many physicians incorporate their practices to enjoy the same benefits as other self-employed incorporated individuals. However, important tax changes affecting Canadian private corporations that were introduced several years ago can have significant...

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Starting strong: A financial checklist for new grads

Apr 27, 2026 - BMO Private Wealth

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

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Checklist of 11 financial considerations before tying the knot

Mar 16, 2026 - BMO Private Wealth

Navigating the complexities of wealth planning can be daunting enough when you’re single. Add someone else’s income to the equation along with their spending habits, money values, and goals, and planning becomes a lot more complicated....

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Empowering the next generation

Mar 10, 2026 - BMO Private Wealth

For many families, getting kids to pitch in around the house – or convincing grandkids to look up from their phones – can feel like an uphill battle....

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Why financial planning is self-care

Mar 08, 2026 - BMO Private Weatlh

When you think of self-care, financial planning may not be the first thing that comes to mind. But it can be a vital part of your overall well-being. Like other self-care rituals, it’s easily neglected. ...

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What it takes to build and scale: Frank Baylis on entrepreneurship

Feb 26, 2026 - BMO Private Wealth

A Canadian entrepreneur, engineer and former Member of Parliament, Frank Baylis’ unique career bridges public policy, private enterprise and social equity....

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