Andrew Avery, Investment Advisor , BA-Econ CIM CFP FCSI

Andrew Avery, Investment Advisor , BA-Econ CIM CFP FCSI have been servicing clients in the investment industry for 20 years,https://www.bmo.com/privatebanking/pdf/pwsocialdisclaimer.pdf

07/09/2026

Success creates opportunity and a greater responsibility to protect what matters most. As cyber threats become more sophisticated, protecting your wealth means protecting the people you care about.

Larry Zelvin, Executive Vice President and Head of the Financial Crimes Unit at BMO, discusses why protecting your wealth also means protecting your inner circle: http://spr.ly/6006BEH1lI

07/08/2026

Amid geopolitical uncertainty, evolving trade dynamics, inflation pressures and rapid technological change, investors continue to navigate a complex market environment.

At our recent market and economic conference in Montreal, BMO Private Wealth's Richard Belley and BMO Capital Markets' François Trahan explored the key forces shaping the year ahead—from lower interest rates and AI investment opportunities to ongoing inflation and labour shortages.

Explore their outlook and what it could mean for investors in 2026: http://spr.ly/6006BEE602

07/07/2026

Being financially prepared for retirement is one thing, being emotionally ready for that change in your life is another. Sandrine Nono-Kamga, Wealth Planning Advisor at BMO Private Wealth discusses some of the questions you may want to consider before you retire. http://spr.ly/6001BEDe6L

06/25/2026

Mark D. Wiseman, Canada’s Ambassador to the U.S., sees a bright future for the relationship between the two nations.

Darryl White, CEO of BMO Financial Group, recently sat down with Mark Wiseman at the Canadian Club Toronto to find out what his experience has been four months into the job and what the future holds for Canadian business and U.S. growth, especially with the CUSMA/USMCA review window set to open July 1.

Discover the episode: http://spr.ly/6001BD5LNd

Nearly a decade after being signed, the USCMA agreement faces its first major test as it enters its first review. At the...
06/24/2026

Nearly a decade after being signed, the USCMA agreement faces its first major test as it enters its first review. At the Conference of Montreal, BMO’s Scott Brison moderated a panel with Steve Verheul, Kevin Brady and Ken Smith Ramos to discuss what the review could mean for Canada, the U.S. and Mexico as trade, supply chains and national security become harder to separate. http://spr.ly/6008BDdZBk

06/16/2026

With generative AI rapidly finding applications across industries, the data centers that power these models are no longer back-office infrastructure;, they are becoming strategic national assets.

Even with hundreds of billions committed to this effort in 2026 alone, there are questions as to whether data center capacity can keep pace with AI demand. Kristin Milchanowski, Chief AI and Quantum Officer, BMO, joined a panel to discuss questions as to whether data center capacity can keep pace with AI demand.

Find a synopsis of their discussion: http://spr.ly/6006BDJiko

It wasn’t long ago that governments viewed competitiveness primarily through the lens of productivity and GDP growth. To...
06/16/2026

It wasn’t long ago that governments viewed competitiveness primarily through the lens of productivity and GDP growth. Today, competitiveness is increasingly understood as a nation’s capacity to shape its own outcomes in an uncertain world.

At the International Economic Forum of the Americas’ (IEFA) 32nd Conference of Montreal, Darryl White, CEO of BMO Financial Group, spoke with Francois-Philippe Champagne and Mathias Cormann to discuss how Canada fits into this new dynamic.

Find their full discussion: http://spr.ly/6007BDGUXW

06/09/2026

Exit planning isn’t an event, it’s a process. John Paniccia, Vice-President and National Director of Business Advisory & Succession Planning at BMO Private Wealth discusses how taking steps to build value over time, rather than waiting until an exit is on the horizon, can put you in a stronger position to achieve higher valuations and secure an outcome that protects your legacy.

Learn more: http://spr.ly/6006B8FgQj

05/27/2026

Do you own a family vacation property with plans to pass down ownership and enjoyment to the next generation? These succession planning strategies and other considerations will help ensure a smooth transition. Learn more: http://spr.ly/6002B8n0ar

05/22/2026

Sustaining peak performance is often more challenging than achieving it, especially for high-net-worth individuals navigating complex demands. At a recent event run by BMO Private Wealth, Dr. Robyne Hanley-Dafoe outlined five practical pillars of resilience. Learn more: http://spr.ly/6001B8DLwv

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