Blog

Many millennials are at an age where they’ve accumulated enough wealth or disposable income to start donating to causes near and dear to their hearts....

For ultra-high-net-worth families, wealth management is about more than managing money. It’s also about envisioning strategic planning for the future, including planning for assets as they pass from one generation to the next – and, possibly, even th...

The race to net zero has largely focused on high-tech solutions that aim to reduce how much carbon we produce, but we can’t forget about one critical low-tech – and low-cost – way to help us achieve our climate ambitions: trees....

As outlined in our publication, Capital Gains Tax Update: What You Need to Know Now, effective June 25, 2024, the capital gains inclusion rate has increased from one-half to two-thirds for corporations and trusts, and from one-half to two-thirds on t...

Air travel is always more enjoyable when there’s no turbulence. You can say the same about investing – it’s a much smoother and comfortable ride when you can minimize volatility by diversifying your portfolio. However, it’s getting harder to avoid th...

Historically, women haven’t been thought of as controlling significant wealth, but that trope is quickly disappearing as trillions of dollars get passed down from one generation to the next....

As outlined in our 2024 Federal Budget Review publication, Budget 2024 proposed several important new measures impacting individuals and business owners, most notably the proposed increase in the capital gains inclusion rate (i.e., the amount of a ca...

Managing wealth is never easy. Market fluctuations bring unpredictable dips and rises. Global events wreak havoc on strategic plans. Shareholders want to move assets in different directions....

Does being good at math mean you can direct your finances? Rebecca Clark, Director of Wealth Planning for BMO Private Wealth, isn’t so sure having a way with numbers is enough on its own....

Successful entrepreneurs do a lot of things well – sales, product development, executing big ideas – but many fall short when it comes to saving for their own retirement and addressing personal and family wealth planning....