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Protecting Your Wealth
You’ve worked hard to build your family’s wealth; that’s why protecting it is a key priority to ensure you are prepared to meet your current and future wealth management goals and commitments. This article discusses several considerations that can help to safeguard and enhance your wealth.
Vice-President and Managing Director
Head of Private Client Research, BMO Nesbitt Burns
Before joining the BMO team, Stéphane was Director and U.S. Research Product Manager in Credit Suisse’s Equity Research department in New York. As part of that role, he was responsible for approving and coordinating new stock and sector initiations as well as thematic research reports.
Stéphane is a Chartered Financial Analyst and holds an MBA from McGill University.
Mr. Rochon is a member of The BMO Nesbitt Burns Portfolio, Action and Research Team (PART). With fundamental and technical expertise in Canadian equities, U.S. equities, investment funds, closed-end funds, exchange traded funds and fixed income investments, PART assists Investment Advisors with serving the best interests of their clients.
For Stéphane's latest commentary, read his Portfolio Strategy, listed under Monthly Reserach and Market Updates section on my Research page.
Chief Economist, BMO Capital Markets
Douglas Porter has over 25 years of experience analyzing global economies and financial markets. As Chief Economist at BMO Financial Group, he oversees the macroeconomic and financial market forecasts and co-authors the firm’s weekly flagship publication, Focus. Mr. Porter manages the team that won the prestigious Lawrence Klein award for forecast accuracy of the U.S. economy, and was named by Bloomberg as top Canadian forecaster.
As a respected commentator on economic and financial trends, he is regularly quoted in the national press and often interviewed on radio and television.
Before joining BMO, Mr. Porter held the positions of Economist and Country Risk Analyst with other Canadian financial institutions, and also worked at the Bank of Canada.
Mr. Porter has been a member of C.D. Howe’s Monetary Policy Council since 2008 and serves on the Investment Management Committees of the Bank of Montreal’s Pension Fund Society and Western’s Endowment Fund. He also sits on the Board of Directors of the Toronto Financial Services Alliance.
Mr. Porter, CFA, earned a Masters degree in Economics from the University of Western Ontario.
For Doug’s latest views on the economy, read his commentary Talking Points