Our Holiday Wish List for Clients

Our holiday wish list is simple: clarity, confidence and peace of mind for our clients....

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Market Outlook - November 2025

Our outlook on the markets from our November 2025 market commentary...

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Spreading Holiday Cheer Through Senior Secret Service

Through Senior Secret Service, we're grateful for the chance to bring joy and warmth to a senior in our community this Christmas...

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November 2025 Market Commentary

Markets closed November strong—S&P 500 at 6,849 and TSX at 31,382—defying negative headlines. The real story? AI growth is accelerating, not hype. Demand for compute power is outpacing supply, creating structural investment opportunities....

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Analyst Series: Tom MacKinnon, Insurance and Diversified Financials, BMO Capital Markets

Life insurers show strong ROEs and global growth, while P&C names offer defensive stability. AI is transforming underwriting and client engagement, and Asia’s rapid expansion creates new opportunities. Watch to hear Tom's outlook....

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Market Outlook - October 2025

Our outlook on the markets from our October 2025 market commentary...

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Analyst Series: Robert Kavcic, Senior Economist, BMO Economics

Our latest conversation with Economist Rob Kavcic dives into USMCA tariff negotiations, pro-growth fiscal policies in the upcoming federal budget, the housing market dynamics and Canadian dollar trends amid monetary policy shifts....

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October 2025 Market Commentary

October brought drama from Washington to Wall Street – and a thrilling World Series run from the Jays. Our latest market snapshot breaks down the headlines and what they mean for investors....

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MSB Wealth Mini Series with Sarah King: Building Financial Security for the Next Generation

In this first episode of our MSB Wealth Mini Series with Sarah King, we explore how whole life insurance and critical illness coverage can help families plan ahead and build lasting financial security for their children and grandchildren....

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Market Outlook - September 2025

Our outlook on the markets from our September 2025 market commentary...

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