Retirement ready – from countdown to drawdown
Jan 22, 2026 - BMO Private Wealth
You’ve likely spent decades saving and planning for retirement, but do you have a plan for how to tap into your hard-earned savings? Potentially not. Too many Canadians overlook this critical step in retirement planning: withdrawing savings......
Read moreEarly wealth transfer is on the rise
Jan 12, 2026 - BMO Private Wealth
Every generation experiences money-related challenges, but with soaring housing prices, mounting student debt and an unforgiving job market, many young Canadians are feeling the strain. The impacts of these financial headwinds could be spilling into...
Read moreMichael and Marisa’s Story: Navigating Canada’s Housing Crisis With a Plan — Not Panic
Dec 22, 2025 - Marco Liberatore
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....
Read moreTop 5 wealth lessons learned in 2025
Dec 18, 2025 - BMO Private Wealth
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...
Read moreThe Rise of DIY Investing in Canada — And When It Can Become a Risk
Dec 15, 2025 - Marco Liberatore
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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