Karen Chalovich Investment Group

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Cobourg, ON
Karen Chalovich Investment Group

My goal is to assist clients to invest in high quality investments to build and preserve wealth.

01/19/2026

As the cost of living goes up, many Gen Z and Millennials are finding it harder to buy a home or even start a family. Because of this, some grandparents are now choosing to help their grandchildren directly, instead of waiting to pass on wealth through their estate. Brodie Taylor, Director of Tax Planning at BMO Private Wealth takes a closer look at how this shift in wealth transfer is taking place.

Learn more: http://spr.ly/6006CxQak

01/16/2026

The headlines in the first full week of 2026 may have been dominated by Venezuela, but financial markets forged on regardless after a banner 2025 and the U.S. economy kept on chugging.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Happy New Sphere… of Influence.” http://spr.ly/6004CSabk

01/06/2026

In his BMO Private Investment Counsel 2025 review, "Resilience and Feedback," Brent Joyce, BMO Private Wealth's Chief Investment Strategist, shares how global equity markets delivered substantial gains through a year of resilience.

Read the full report here: http://spr.ly/6006CmRDa

12/31/2025

Wishing you and your loved ones a Happy New Year. May the year bring growth, happiness and new opportunities.

12/30/2025

In a year of high drama on the policy front, there’s little doubt that the key takeaway from 2025 was the resiliency of the global economy and, thus, financial markets.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Simply Having a Wonderful Chip-mas Time.” http://spr.ly/6006CrxbM

12/29/2025

We look back at some of the year’s biggest eye-openers, highlighting key lessons that can be carried forward into the New Year.

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "Surprise, Surprise." http://spr.ly/6004Cr938

12/24/2025

Wishing you and your loved ones a magical holiday season.

12/19/2025

It’s been a year of market-moving events on every front imaginable – from sharply pivoting trade policy to technological innovation. What trends, themes and challenges will carry into 2026? We offer a few predictions.

Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "Fearless Forecasts." http://spr.ly/6000CEKTp

12/18/2025

The Bank of Canada chose to keep its key lending rate unchanged at 2.25%, following 25 bp trims in the prior two decisions. Read more about the decision from BMO’s Senior Economist, Douglas Porter. http://spr.ly/6008C8C8r

12/17/2025

The two big forces for the economy and markets in the past year—the trade war and the AI spending boom—will still be apparent in 2026. The debate is whether the balance will tip the same way as it did in 2025.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “The Year’s Big Theme: Artificial Trade Intelligence.” http://spr.ly/6008CEkRY

12/16/2025

Strategic insights for discerning investors. This week’s BMO Capital Markets' Focus report, “2026 Outlook and Best Charts of 2025” is now available and provides a curated perspective on market-moving trends.
http://spr.ly/6007CElcH

Address

76 King Street West
Cobourg, ON
K9A2M3

Telephone

+19053731507

Website

http://karenchalovich.com/

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