It’s everyone’s nightmare: someone convinces a loved one to hand over the financial reins, invest in a “project” they believe in or help them out in an “emergency” scenario, and by the time they realize something isn’t right,...
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...
Most people tend to be rational and value conscious. Case in point, Costco, a favourite retailer of ours, has built an empire by providing great quality products at excellent prices – consumers clearly like that business model....
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....
The first half of 2024 has delivered solid equity market results. Bond yields have been volatile; the Canadian bond market posted a small year-to-date loss. A typical well-diversified Canadian balanced investor is sitting with a total return in the m...
No one ever thinks they’d find themselves rooting for an economic slowdown, but that’s what some investors found themselves doing earlier in the year as they longed for some relief from runaway inflation....
The World Finance Banking Awards recognize BMO’s commitment to our clients, customers and the communities we serve. This award is a testament to BMO’s dedication to our digitally enabled One Client experience and comprehensive understanding of our c...
The Canadian stock market has displayed two attractive characteristics this year, a positive, albeit modest, return for the overall index combined with low market volatility....
If there’s one misunderstood part of the estate planning process, it’s probate – a term most people have likely heard but don’t know much about. And for good reason: Not every Will goes through the probate process....
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...