The smart investor’s guide to reducing taxes and growing wealth

Feb 10, 2026

A smart tax plan doesn’t just maximize your registered accounts, it structures your finances in a way that optimizes every dollar you earn on the road to retirement – and beyond....

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The Rise of DIY Investing in Canada — And When It Can Become a Risk

Dec 15, 2025

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 an IPP Helps Incorporated Business Owners Reduce Taxes

Nov 20, 2025

If you run an incorporated business, taxes probably feel like a partner who takes too much and contributes too little. And if you’re like most owners, retirement planning usually gets pushed to “later.” That’s where an IPP — an Individual Pension Pl...

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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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