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Todd Schultz, CFA, FEA

VP & Sr. Investment Counsellor

Todd Schultz, CFA, FEA
Paulette Finch

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

Address
BMO Private Wealth
50 Bay St. S
2nd Floor
Hamilton, ON
L8P 4V9
Map

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Publications

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

Global Markets Commentary

The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.