Completing Your 2023 Income Tax Return Checklist

As the tax filing deadline approaches, below are some reminders to help ensure you’re prepared to file your personal income tax return, and that you maximize your tax savings. It’s important that you have all required tax documents before you prepare...

Read more

International Women’s Day: How a new mentorship program is creating more opportunities for women advisors

With more women climbing the corporate ladder, launching new businesses and receiving inheritances from the Great Wealth Transfer, women control more wealth than ever....

Read more

The Three Behaviours Causing You to Panic in Turbulent Markets

Everyone knows that markets can rise and fall, but that doesn’t make the ups and downs any easier to stomach. Your first instinct when markets drop might be to reach for an antacid and look for ways to cut your losses, but while that could provide so...

Read more

U.S. Election: Market Impact

Brent Joyce, Chief Investment Strategist, BMO Private Investment Counsel, discusses the importance of Canadians staying level-headed and focused on the bigger picture throughout this year’s U.S. election....

Read more

Equity and Fixed Income Strategy - February 2024

The long-promised U.S. recession is not even close to materializing. Case in point, and as noted by the excellent BMO Economics team, “Q4 GDP data showed yet another year of solid activity, while price pressures eased (which strengthens the case for...

Read more

Global Markets Commentary: Normal Uncertainty

The clouds hovering over much of the global macroeconomic landscape appear to be clearing, suggesting a return to normal could lie ahead. But when it comes to investing, normal always brings a “normal” level of uncertainty. ...

Read more

2024 Market Outlook: The Year Ahead

Between rising geopolitical tensions in Europe and Asia, the growing threat of climate change and the coming elections that will see almost half of the global population heading to the polls, it’s understandable that some investors are on edge....

Read more

What the “nudge” theory can teach us about investor behaviour

Whether you like it or not, you’ve probably already experienced a “nudge” today. Perhaps you slowed down as you exited the highway because you noticed the lower speed signs posted somewhere along the off-ramp....

Read more

10 ways to divorce-proof your assets and protect your wealth

No one gets married with the expectation of one day filing for divorce, but it happens to somewhere between 38% and 48% of Canadian marriages....

Read more

Equity and Fixed Income Strategy - January 2024

We are already seeing some optimistic signals. First, far from deteriorating, our recession probability model has shown improvement with the odds of a recession ticking down to about 40%....

Read more