Senior Private Banker
BMO Private Wealth
20 Erb St W
Like many Canadians, making the world a better place and creating a legacy aligned to your personal values, beliefs and convictions is an important wealth planning priority. Establishing a private foundation can help you achieve these priorities and give meaning and structure to your philanthropic goals. It can also help you to pass these values on to your children and grandchildren, by involving them and other family members in your giving strategy and family legacy.
As a business owner, your priorities may change as you transition through various stages of the business life cycle. As priorities change, your focus may shift in areas such as banking, risk management, financial planning, investment management and your family needs. What remains constant is your desire to be successful and to share your success with those closest to you. So, what is on your mind? One of the most common questions that business owners have, is “Who can help me with these transitions?” At BMO we can help you address this question and achieve your financial goals.
Communication is essential in any relationship, and that includes being able to talk about money. In a BMO Financial Group study,1 Canadians cited conflicts over finances (68 per cent) as the primary reason why a couple might divorce; ahead of infidelity (60 per cent) and disagreements about family (36 per cent). Money has the potential to be a source of tension and conflict for any couple, regardless of their net worth. This article provides some suggestions to help you and your partner have more meaningful discussions around money,
2021 Market Outlook – The Continuation of the Roaring Twenties Recovery, Rotation and Reflation