Recent Blog Posts
Analyst Series: Russ Visch, Technical Analyst, BMO Private Wealth
Apr 10, 2025
We sit down with a Technical Analyst to get his breakdown of the market correction. We may have seen the bottom....
Read moreMarch 2025 Market Commentary
Apr 07, 2025
Markets Brace for Impact: March 2025 Rollercoaster Ahead of Trump’s Tariff Deadline...
Read moreEvents
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MSB Wealth's Women's Event
Event date and time from Mar 25, 2025 04:00 PM Mountain Daylight Time to Mar 25, 2025 07:00 PM Mountain Daylight TimeMar 25, 2025 04:00 PM Mountain Daylight Time - Mar 25, 2025 07:00 PM Mountain Daylight Time
Event location 636 29th Ave SW , Calgary, Alberta636 29th Ave SW , Calgary, Alberta
We’re excited to host our second annual women’s event in celebration of International Women’s Month! Last year’s event brought great conversation and connections, and we’re looking forward to another inspiring evening. In addition to engaging discussions, we’ll also have a fun and interactive experience to enjoy together.
This event is for women only.
Estate Planning Considerations
Event date and time from Mar 06, 2025 04:00 PM Mountain Standard Time to Mar 06, 2025 05:30 PM Mountain Standard TimeMar 06, 2025 04:00 PM Mountain Standard Time - Mar 06, 2025 05:30 PM Mountain Standard Time
Event location Pomeroy Inn & Suites 4601 46 Ave, Olds, AlbertaPomeroy Inn & Suites 4601 46 Ave, Olds, Alberta
Join us in person or online for an informative session on estate planning, where we will discuss key considerations like who can make claims on your estate, planning for second marriages, and how asset registration impacts your estate. We will also explore the use of trusts, choosing the right Executor, and important tax implications at death. Don’t miss this opportunity to learn how to ensure your wishes are carried out effectively.
To attend online, please register here: ONLINE RSVP
To attend in person, please click on the button below and complete the form
Aging, Demographics and In-Home Options with Vytality at Home
Event date and time from Feb 20, 2025 12:00 PM Mountain Standard Time to Feb 20, 2025 01:30 PM Mountain Standard TimeFeb 20, 2025 12:00 PM Mountain Standard Time - Feb 20, 2025 01:30 PM Mountain Standard Time
Event location
Join us online to learn how Vytality at Home provides personalized care solutions that empower individuals to age with dignity and confidence. Whether you’re planning for yourself or supporting a loved one, this session will offer valuable insights and practical guidance.
Protecting Yourself in the Digital Age Webinar
Event date and time from Nov 21, 2024 11:00 AM Mountain Standard Time to Nov 21, 2024 12:00 PM Mountain Standard TimeNov 21, 2024 11:00 AM Mountain Standard Time - Nov 21, 2024 12:00 PM Mountain Standard Time
Event location
Join us online and hear from the BMO Financial Crimes Unit on how to protect yourself in the digital age.
Estate Planning Considerations
Event date and time from Oct 15, 2024 03:30 PM Mountain Daylight Time to Oct 15, 2024 06:00 PM Mountain Daylight TimeOct 15, 2024 03:30 PM Mountain Daylight Time - Oct 15, 2024 06:00 PM Mountain Daylight Time
Event location The Glencoe Club 636 29 Ave SW, Calgary , AlbertaThe Glencoe Club 636 29 Ave SW, Calgary , Alberta
Join us for an informative session on estate planning, where we will discuss key considerations like who can make claims on your estate, planning for second marriages, and how asset registration impacts your estate. We will also explore the use of trusts, choosing the right Executor, and important tax implications at death. Don’t miss this opportunity to learn how to ensure your wishes are carried out effectively.
Harvesting the Value of the Family Farm: Succession & Tax Tips
Event date and time from Jul 24, 2024 02:30 PM Mountain Daylight Time to Jul 24, 2024 04:30 PM Mountain Daylight TimeJul 24, 2024 02:30 PM Mountain Daylight Time - Jul 24, 2024 04:30 PM Mountain Daylight Time
Event location Pomeroy Inn & Suites 4601 46th Ave, Olds, AlbertaPomeroy Inn & Suites 4601 46th Ave, Olds, Alberta
Join us for a complimentary seminar on Farm Succession and Tax Planning where you can hear about ways to smoothly transition your farm to the next generation while minimizing tax burdens. Our experts will be there to answer your questions and concerns - don’t miss this opportunity to protect your hard work and ensure a successful transition.