Planification de la retraite

Stratégies de planification fiscale

Planification successorale et planification de la relève

Situation économique et analyses de marché

The risk of being hands-off with your wealth

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

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How to navigate financial decisions when you’re grieving

The loss of a loved one can feel particularly cruel. While grief clouds the mind, making even simple decisions feel heavier than usual, it often marks the start of complex financial responsibilities that demand mental clarity....

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What it takes to build and scale: Frank Baylis on entrepreneurship

A Canadian entrepreneur, engineer and former Member of Parliament, Frank Baylis’ unique career bridges public policy, private enterprise and social equity....

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12 expert cybersecurity tips to share with your family

What are the chances that you or someone in your family will fall victim to fraud? If you ask a cybersecurity expert, they’ll likely give you a grim reply: It’s not if, but when....

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You need a succession plan for your management team – not just for yourself

For business owners, succession planning is often focused on transition – the next chapter of your life. But there’s another side that’s just as critical: continuity....

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What two Stanley Cup runs have taught Oilers’ Kris Knoblauch about leadership

Two seasons. Back-to-back Stanley Cup Finals. Only two coaches in NHL history have reached 80 wins faster. Kris Knoblauch has certainly made his mark since arriving in Edmonton as the Oilers’ Head Coach in 2023......

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AI as a Corporate Sustainability Catalyst: Insights from BMO’s Chief AI and Data Officer

Artificial Intelligence (AI) is transforming industries at an unprecedented pace, offering new ways to optimize operations, enhance decision-making, and unlock efficiencies....

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

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......

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5 lessons from coach Martin St-Louis

In business as in hockey, there are many challenges. Former star NHL player Martin St‑Louis, now head coach of the Montreal Canadiens, knows all about that. A talented right-winger, he won a Stanley Cup and countless other trophies during......

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Why you need to include your digital assets in your estate plan

Many people think of estate planning in terms of traditional assets like investment portfolios, homes, artwork, vehicles and the family cottage. But as our lives become increasingly digitized, it’s important to include online assets, too....

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