Our Professionals

Many people still believe what’s good for the soul – or society – isn’t good for the portfolio or the bottom line....

The Bank of Canada (“BoC”) and U.S. Federal Reserve (“Fed”) were at it again, recently raising rates another quarter point. While we think those latest increases were unnecessary given already sharply lower inflation trends, at least we now have......

July saw global equity markets heat up even further and extend their year-to-date gains. They were fuelled by more Goldilocks (not too hot, not too cold) data on the global economy, inflation, and some better news from China at last....

In a perfect world, your final wishes would be carried out just as you wish. In Canada, you generally have testamentary freedom, which means you are allowed to distribute your estate in the manner you choose, as stated by your Will. However, there ar...

Sometimes in the world of investments, the best longer-term risk-reward vehicles are found on the road less travelled. Case in point, since the start of 2022, Canadian banks have been very much out of favour with investors....

Where there’s a will, there’s a way. That can-do attitude can get you far in life, but when it comes to estate planning, having a Will is often only a starting point. Without a trusted and reliable executor to distribute your assets in accordance wit...

You recycle, compost and avoid purchasing single-use plastics. You support social justice initiatives and local diversity projects. But what about your portfolio? How can you take better control of your investments to ensure they align with your valu...

In this episode of the Wealth Experience podcast, Sylvain Brisebois, Head, Sales Strategies and Programs, BMO Private Wealth is joined by Nalini Feuilloley, Director, Responsible Investments, BMO Global Asset Management to discuss non-financial......