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Anthony Maros

Senior Private Banker

Tel: 204-510-7298
Tel: 204-272-4799

Anthony Maros
Matt Lesage

Address
201 Portage Avenue
17th Floor
Winnipeg, MB
R3B 3K6
Map

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Publications

Financial Planning
Financial Planning Year-End Checklist
Tax-filing season provides a good opportunity to learn more about your current financial situation. While you have all your records on hand, you can review your finances and calculate your net worth.
Business Advisory & Succession Planning
Management Succession Planning
When we speak of “business succession planning” for private companies, some people think only of tax and estate planning, while others may only consider a transition in the share ownership of a business. While those are each important elements of succession planning, on their own they do not cover everything that needs to be included in an effective succession plan.
Considering Business and Family
Is your personal wealth strategy as refined as your business strategy? Managing your business and family wealth strategies can present a number of financial, personal, business and emotional challenges, especially in times of change or uncertainty.
The Value of a Business Plan
Whether you’re a new start-up business or a mature company looking to meet annual growth targets, a business plan can be an effective tool to meet your goals and achieve success. A key benefit of business planning is the ability to create a united team, focused on a specific direction set for the company.
5 Common Challenges for a Family Enterprise
Statistics show that family enterprise is the most common form of business ownership in the world. In Europe and Asia, some businesses have been family owned for 10+ generations, or several hundred years. In Canada, it is estimated that some 60% of the GDP is driven by family enterprises that employ more than 6 million people. Ironically research on family business has only gained significant traction over the past 50 years.
EBITDA and normalized EBITDA
EBITDA or earnings before interest, taxes, depreciation, and amortization is one of the most commonly used measures of a company’s overall financial performance. It is often a key measure in the valuation of a company. EBITDA is calculated by adding back interest, taxes, amortization, and depreciation expenses to the net income.
COVID-19 Update
Tax Planning Small Business Owners
Five Best Practices for Business Owners During Uncertain Times
April 30, 2020: The COVID-19 crisis has created an uncertain time for business owners, regardless of the industry in which they operate. Given these challenging times, the BMO Business Advisory and Transition Planning team has outlined five best practices to help business owners focus and manage their business effectively.
Economic and Market Updates
BMO ETF Portfolio Strategy Report
This report highlights our strategic and tactical portfolio positioning strategies for the second quarter using various BMO Exchange Traded Funds. Our key strategy changes are outlined throughout the report and in our quarterly outlook on page six.