Josh King - Investment Advisor at BMO Private Wealth

10/16/2026

Strategic insights for discerning investors. This week’s BMO Capital Markets' Focus report, “Midterm Test” is now available and provides a curated perspective on market-moving trends.
http://spr.ly/6008BHMU9a

10/16/2026

The most effective charitable gifts often begin with a plan.

For individuals and families looking to make a meaningful impact, donor-advised funds can help simplify charitable giving while offering potential tax advantages and opportunities to build a lasting philanthropic legacy.

Watch our video with Karen Sparks, Director of Philanthropic Advisory Services at BMO Private Wealth, to learn three important considerations to keep in mind as year-end approaches, and explore the full article for additional insights: http://spr.ly/6009BH1f3h

10/16/2026

What if today's trade tensions, supply chain shifts, and geopolitical uncertainty are not signs of a world coming apart, but a world being rearranged?

In this edition of Weekly Strategy Perspectives, Carol Schleif explores how global trade, sovereign debt, tariffs, cybersecurity, and shifting alliances are reshaping the economic landscape. Learn more: http://spr.ly/6007BHzbtH

10/13/2026

The 2026 Federal Budget may arrive with fewer surprises than usual, with many of Ottawa's biggest economic measures already announced, from the Productivity Mega Deduction to affordability initiatives. But the budget will still offer important clues for investors and business owners. Doug Porter, Chief Economist at BMO Financial Group and Dante Rossi, Director of Tax Planning at BMO Private Wealth examine some of the key themes to watch. Learn more: http://spr.ly/6009BH1z79

10/09/2026

Strategic insights for discerning investors. This week’s BMO Capital Markets' Focus report, “Canada’s Great Housing Houdini Act” is now available and provides a curated perspective on market-moving trends.
http://spr.ly/6007BG7yKt

10/09/2026

AI. Inflation. Higher interest rates. Trade tensions. Geopolitical conflict. If you've felt there's no shortage of reasons for markets to struggle this year, you're not alone.

In this edition of Weekly Strategy Perspectives, Carol Schleif looks ahead to Q3 earnings season and examines why stock markets continue to hover near record highs despite a growing list of investor concerns.

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets.

10/05/2026

The third quarter saw several prevailing narratives—both positive and negative—move further and faster than expected. Such shifts typically provoke a broad market reaction.

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “Sensational and Sensationalism.”

Click here to check out the full report and video: http://spr.ly/6005BGLgBT

10/02/2026

With AI anxiety, rising bond yields, and trade tensions dominating headlines, what did investors miss beneath the noise?

In this edition of Weekly Strategy Perspectives, Carol Schleif looks back on a quarter shaped by AI, inflation, energy prices, and market volatility. Despite ongoing uncertainty, corporate and consumer resilience remained evident, earnings growth stayed strong, and major equity markets finished the quarter near record highs.

Learn more: http://spr.ly/6005BGv1d3

09/29/2026

Many parents are choosing to help their children financially while they’re still alive rather than waiting to pass on wealth through an estate. But an early inheritance involves more than writing a cheque. Retirement security, family dynamics, documentation and tax considerations all deserve careful thought before making a significant gift or loan. BMO Private Wealth’s Lydia Potocnik, Vice-President and Regional Director, Estate and Trust Services (GTA Region) and Andy Guidi, Director, Tax Planning, share some of the key considerations for families thinking of passing on wealth sooner rather than later. http://spr.ly/6001BGS8Rf

09/25/2026

As governments borrow more, bond markets are starting to ask tougher questions.

In this edition of Weekly Strategy Perspectives, Carol Schleif and Richard Belley examine the growing focus on sovereign debt, rising bond yields, and what a higher-cost borrowing environment could mean for economies, markets, and investors.

Learn more: http://spr.ly/6003BGcgH3