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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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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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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