The one big risk women are taking with their finances

Only 36 percent of women business owners have a detailed transition plan in place, compared to 43 percent of men....

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Starting strong: A financial checklist for new grads

Graduating from university marks the beginning of a new chapter; one filled with opportunities to pursue your career goals and chase your personal dreams....

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Beyond the Family Business with Luke Hansen-MacDonald: Evolving from Family Business to Family Office

Hosted by Luke Hansen-MacDonald, a second-generation family business leader, Beyond the Family Business is one of the most thoughtful and engaging podcasts about family enterprise in Canada....

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Beyond the Portfolio Podcast: Private credit market: How worried should you actually be?

How worried should we actually be about private credit?...

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The risk of being hands-off with your wealth

In most partnerships, dividing responsibilities comes naturally, but when it comes to household finances, far too often one partner takes the reins while the other quietly steps back....

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How to navigate financial decisions when you’re grieving

The loss of a loved one can feel particularly cruel. While grief clouds the mind, making even simple decisions feel heavier than usual, it often marks the start of complex financial responsibilities that demand mental clarity....

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Checklist of 11 financial considerations before tying the knot

Navigating the complexities of wealth planning can be daunting enough when you’re single. Add someone else’s income to the equation along with their spending habits, money values, and goals, and planning becomes a lot more complicated....

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Beyond the Portfolio Podcast: Estate Planning for Women — From Awareness to Action

Pratik Patel, BMO's U.S. Head of Planning, is joined by Leila Francis, National Head of Fiduciary Advisory Services at BMO, for a practical conversation on why estate planning matters so much for women....

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Empowering the next generation

For many families, getting kids to pitch in around the house – or convincing grandkids to look up from their phones – can feel like an uphill battle....

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