Blog

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....

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...

Most families understand the importance of having a Will – even if many put off creating one – but few ascribe the same weight to drafting a power of attorney (POA)....

Why home ownership in Canada is becoming more and more unattainable....

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....

Owning a rental property may not be as "passive" as one may be led to believe....

Trusts are powerful instruments in tax and estate planning. Broadly speaking, a trust is a relationship between a settlor and a trustee1 in which the trustee holds property transferred by the settlor for the benefit of beneficiaries, specified by the...