Meghan Gray Investment Associate, CFP

06/16/2023

Our BMO Nesbitt Burns Portfolio Advisory Team experts, Stephane Rochon and Richard Belley, share their insights on recent events and their impact on the equity and fixed income markets: http://spr.ly/6007OIm4T

06/14/2023

Brent Joyce, BMO Private Investment Counsel’s Chief Investment Strategist, provides an overview of recent global events and their impact on the markets in the June Global Markets Commentary, ““R” is for Resilience, Not Recession”: http://spr.ly/6000OIWbQ

05/31/2023

Many business owners are questioning their succession plans in the current economic environment. BMO Private Wealth’s John Paniccia says that despite the headwinds, there are steps owners can take to help de-risk their business to put them in the best possible position to sell. http://spr.ly/6004OSLcq

05/14/2023

I love being a momma 🥰

11/16/2022

Love your business? Plan your exit wisely – even if it’s years away. Consider these tips for establishing an effective succession plan.

11/14/2022

The November Global Markets Commentary, “Welcome Back, Bond Vigilantes – We Missed You!” provides an overview of recent global events and their impact on the markets:

10/28/2022

In the latest Views from the Desk episode, Portfolio Managers Matt Montemurro and Omanand Karmalkar, and your host, Sa’ad Rana, examine tax loss selling strategies to help crystallize losses and get similar, more tax-efficient exposure.

They also discuss Canadian banks, the low volatility factor, reducing risk with a barbell approach, and reinvesting in technology.

Listen here: http://spr.ly/6005MgAOv.

10/26/2022

Daniel Walsh, Head of Individual Insurance & Annuities, BMO Insurance, discusses when Canadians should consider getting private insurance and how they can work with advisors to ensure their plans provide adequate coverage for unexpected circumstances.

About 67 per cent of Canadians have private insurance, but your employer's group benefits likely won't cover all scenarios

10/24/2022

Our BMO Private Wealth Investment Management team provides an update on the markets and shares their perspective given current events: