Resources

Winter is a great time to recharge. But with many people’s attention turning toward rest and relaxation in warmer climates or on making getaway plans for later in the year, it’s still important to remember that growing your wealth doesn’t take......

Our title is shamelessly self-referential since we essentially copied the one from the December 2024 Investment Strategy report and changed the year to 2025....

Canada’s economic environment remains as complex as it has been for the past couple of years. However, we're now dealing with a different inflation and interest rate environment....

It’s no secret that most business owners could spend more time thinking about succession and tax planning, but there’s a $1.25-million reason to think about it – and that figure will continue to rise....

Before the end of the year, it is a good idea to review your investment portfolio and consider engaging in a tax-loss selling strategy....

Major news agencies have called the victory for former President Trump and control of the Senate for Republicans. While votes are still coming in, it is quite possible that President Trump will win both the popular vote and all seven swing states....

Whew, its over! Equity market movements after the U.S. election saw U.S. markets responding strongly positive on the prospect of tax cuts (especially new corporate tax cuts) and increased fiscal spending....

We’ve made no major changes to our Federal Reserve and Bank of Canada calls since our last Rates Scenario (September 12), despite the Fed’s surprise 50-bp rate cut last month....

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...

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....