Recent Posts

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

Mar 17, 2025 - BMO Private Wealth

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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Weekly Strategy Perspectives: Global Policy Pivots – Transitory or Enduring?

Mar 14, 2025 - BMO Private Wealth

The Through Line: While meant for moving objects, Newton’s first law applies to trends as well – and President Donald Trump clearly qualifies as the outside force prompting pivots in a wide swath of global trade, security and political alliances......

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Investment Strategy - March 2025

Mar 11, 2025 - BMO Private Wealth

As we publish this report, some U.S. tariffs on Canada and Mexico have been postponed (again) until April 2. The nascent U.S.-instigated trade war is clearly negative for the entire North American economy as it increases inflation and lowers......

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Stock market selloff – tariffs and then some

Mar 11, 2025 - BMO Private Wealth

Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors including DOGE cuts and softening economic data......

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