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Todd Schultz, CFA, FEA

VP & Sr. Investment Counsellor

Tel: 905-526-1206
Tel: 647-302-0275

Todd Schultz, CFA, FEA
Paulette Finch

50 Bay St. S
2nd Floor
Hamilton, ON
L8P 4V9

Contact Me


Business Advisory & Succession Planning
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.
Economic and Market Updates
Monthly Market Commentary - Lesley Marks
The monthly Global Markets Commentary, prepared by Lesley Marks, Chief Investment Officer, BMO Private Wealth, provides an overview of recent global events and their impact on the markets.