Amy Pettipas
Associate Private Banker
Tel:
416-359-5357
Fax:
416-869-7869
Address
100 King St W
39th Floor
Toronto, ON
M5X 1H3
Publications
| Education Planning | |
| Helping Your Children | |
| These days, given the current economic climate amidst the COVID-19 pandemic, many parents of adult children may feel their own finances are in relatively good order, yet they may have concerns about their adult children and their ability to support themselves during this unprecedented period of uncertainty. Helping your children is a parental instinct, and if you have the means you certainly want to help them out. However, remember to do so prudently so you don’t impact your own retirement, estate planning or tax situation. This article explores ways to effectively help your adult children while keeping your own wealth plan in order. | |
| COVID-19 Update | |
| Next chapter of this market volatility | |
| On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Brian Belski, Chief Investment Strategist, BMO Capital Markets to discuss what the next chapter of this market volatility could look like. | |
| Extra-ordinary Measures for Extra-ordinary Times | |
| March 24, 2020: Lesley Marks, CFA, Chief Investment Strategist BMO Private Wealth, reviews the most recent measures taken by policy-makers to prevent a financial crisis from the global pandemic. | |
| Managing Your Wealth | |
| Generation Why! | |
| Take notice of millennials – they’re devoted, educated, and focused to succeed. | |
| Estate & Succession Planning | |
| Estate Information Organizer | |
| This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property | |
| Economic and Market Updates | |
| Focus | |
| Focus is a weekly financial digest. | |
