BMO Nesbitt Burns

Brent Joyce, CFA, BMO Private Investment Counsel’s Chief Investment Strategist, discusses how 2024 is shaping up to be a rewarding year for investors and how the third quarter was nothing short of a Goldilocks rally. Watch the full video and read the written report here: http://spr.ly/6003Uc0O5

As the net worth of millennials grows, so too does their desire to give back to the causes they care about. But for many, philanthropy is a new endeavour. Danielle Robinson, Director of Philanthropic Advisory Services, BMO Private Wealth, discusses what this cohort needs to know about charitable giving. http://spr.ly/6007UThe1

Megan Sutherland, BA, CIM®, FCSI®, CDFA, Senior Investment Advisor, BMO Private Wealth, was a guest on Jonathan Chevreau’s Financial Independence Hub, and discussed how Canadians can utilize the Registered Education Savings Plan, including the benefits of investing early, as well as some helpful tips and traps to be aware of when taking advantage of this registered account. http://spr.ly/6008oVqC0

Last week, teams across BMO Private Wealth joined Tree Canada to plant trees in celebration of #NationalTreeDay. Thanks to all our amazing volunteers for helping to grow resilient ecosystems and healthier, greener communities. Until October 31, when you switch to Electronic Delivery for your documents on BMO Nesbitt Burns Gateway, BMO Private Wealth will plant one tree and Tree Canada will match each tree planted with an additional tree. Learn how to make the switch here: http://spr.ly/6000oHPsQ #BMOGrowTheGood

October is Cyber Security Awareness Month! Read this article featuring Lawrence Zelvin, Executive Vice President and Head of the Financial Crimes Unit at BMO, for tips on how to help safeguard your finances and stay one step ahead of cybercriminals. #CSAM2024 http://spr.ly/6000ozWKu

BMO is committed to helping further the education and understanding that breaks down systemic barriers to equality. Learn about shared history, experiences and how you can make a change through the free Nisitohtamowin ᓂᓯᑐᐦᑕᒧᐃᐧᐣ eLearning course: http://spr.ly/6006oxYFs

Quebecers need a valid Will before their assets can be distributed to their heirs. A notarial Will is the best and easiest way to ensure your wishes get met. Fadia Abou-Nassif, Avocate, TEP, LL.B., BMO Private Wealth’s Montreal-based Director of Estate Planning, discusses the validation process. http://spr.ly/6008oat6k

This #NationalTreeDay day help us reach our goal of planting 132,000 trees. Until October 31, when you switch to Electronic Delivery for your documents on BMO Nesbitt Burns Gateway, BMO Private Wealth will plant one tree and Tree Canada will match each tree planted with an additional tree. Learn how to make the switch here: http://spr.ly/6000oHPsQ

From deepfake videos to ultra-realistic phishing scams, AI is revolutionizing cybercrime. Don’t get caught off guard. Lawrence Zelvin, Executive Vice President and Head of the Financial Crimes Unit at BMO, breaks down how to help safeguard your finances and stay one step ahead of cybercriminals. http://spr.ly/6044ozqW6

Thank you to all our clients and partners who joined us at the Toronto International Film Festival. We had the privilege of viewing two incredible films, William Tell and Will & Harper. Already looking forward to next year!