Senior Investment Counsellor & Portfolio Manager
Tel:
604-369-5133
BMO Private Wealth
595 Burrard Street
9th Floor
PO Box 49500
Vancouver, BC
V7X 1L7
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A windfall can be defined as the unexpected or unplanned acquisition of financial assets that alters the recipient’s financial position. This can be a welcome surprise, but the pressure of managing and dealing with a significant amount of money can also be an unforeseen burden.
February 02: In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world.
If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.
The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.