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 One Business Owner Regained Control of His Finances — And What You Can Learn From Him

If you've ever felt like you're working harder but falling further behind, you'll relate to this story. Meet Daniel, a 43 year old contractor who ran a successful business but quietly carried a fear many Canadians won't admit:...

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Why Affordability Is Canada’s Biggest Financial Problem — And How Households Can Adapt

Affordability has become the biggest financial concern for Canadians going into 2025. Rising shelter costs, elevated interest rates, and higher daily expenses are putting significant pressure on household finances. For many Canadians, most of their i...

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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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Building a business worth selling

Jun 09, 2026 - BMO Private Wealth

The systems and processes in place in your business may work perfectly well for you – or perhaps only because of you – but that’s not what’s going to drive value when you’re looking to exit....

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Planning for the family vacation property

May 21, 2026 - BMO Private Wealth

Designing a succession plan for the future ownership of your family vacation property can be challenging, especially because these properties often hold tremendous sentimental and monetary value....

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