Tax Planning for Physicians - Professional Corporations

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...

Read more

How to keep your emotions in check in volatile times

Sep 10, 2025 - BMO Private Wealth

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......

Read more

Funding Your Child’s Future – Beyond the RESP

Aug 20, 2025 - BMO Private Wealth

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....

Read more

The Emotional Currency of Wealth Transfer: Navigating Complex Conversations

Aug 11, 2025 - BMO Private Wealth

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......

Read more

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

Jul 24, 2025 - BMO Private Wealth

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......

Read more

New pension plan for Ontario incorporated physicians

Feb 27, 2025 - BMO Private Wealth

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......

Read more