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
About us
Backed by the heritage, stability and resources of BMO Financial Group – BMO Private Banking and BMO Nesbitt Burns have come together under the unified brand BMO Private Wealth. Professionals from one of North America’s leading full-service investment firms and Canada’s best private bank are partnered to help you navigate the complex process of managing wealth. Our multi-disciplinary wealth management professionals take a proactive approach to helping high net-worth individuals and families achieve their wealth goals. Services include wealth planning, investment management, banking, tax planning, trust and estate services, and philanthropy.
- Website
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http://www.bmo.com/privatewealth
External link for BMO Private Wealth
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Toronto
- Type
- Public Company
Locations
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Primary
Toronto, CA
Employees at BMO Private Wealth
Updates
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We are pleased to congratulate Meghan McAlister, CIM® on her new role as Associate Investment Counsellor with the Kelowna and Vancouver Island Market team. Meghan has over 15 years of wealth management experience. She joined BMO in 2017, as a Branch Operations Manager for BMO Nesbitt Burns. In her most recent role as Director and Assistant Market Leader for the Vancouver Island Market, Meghan has been instrumental in fostering a collaborative team environment where clients are cared for by our broad team of BMO experts. Please join us in congratulating Meghan on her new role.
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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
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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
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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. #BMOGrowTheGood
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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
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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
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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, BMO Private Wealth’s Montreal-based Director of Estate Planning, discusses the validation process. http://spr.ly/6008oat6k
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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/6045ozqWB
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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!