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Lee Bonell
Tom Jackson, BSc, CIM, FCSI
Garth Postans
Nancy Fratpietro
Anita Smith

Tel: 807-343-1909
Toll Free: 800-461-4191
Fax: 807-345-6741

1127 Barton St.
Thunder Bay, ON
P7B 5N3

Wealth Insights Volumes 1 and 2 Fall 2019

BMO Wealth Insights

Volume 1, Issues 1 and 2
Focusing on Business Owners

Business owners invest so much into their businesses – emotionally, physically, and financially. With so much at stake, it is important that the business is set up to succeed. This two-part series focuses on key considerations that relate with the life cycle of the business and its owner. The magazines highlight several topics, strategies, and solutions for the owner to consider when balancing personal wealth management with the needs of their business ventures.


Key considerations for business owners

Issue 1 focuses primarily on topics for the business owner’s consideration to help achieve their personal and business goals.

View the Issue 1 here
View the Issue 2 here