Senior Private Banker
BMO Private Wealth
10175 101 St NW
April 21, 2020: Once again history was made as U.S. crude oil futures plunged below zero for the first time in known history on Monday. The price of a barrel of West Texas Intermediate crude (WTI) for May delivery fell from Friday’s price of $18 to negative $37.63 during Monday trading. This implies that instead of sellers receiving payment for their barrels of oil, they would be expected to pay the buyers to take delivery of their oil.
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.
Knowing how the tax rules affect your investments is essential. Tax strategies that you should consider such as income splitting, charitable giving and estate planning.
Today, the modern family comes in many different shapes and sizes; this diversity is having an impact on family relationships and the way families interact when addressing estate planning.
This is designed to help your family, executor (referred to as a “liquidator” in Quebec), or Power of Attorney for Property (referred to as a “mandatory” in Quebec) locate all of your important documents and other information needed to administer your estate or act as your Power of Attorney for Property
April 30, 2020: A crisis can be a catalyst for action if you don’t have an estate plan – or even a Will. Here is a checklist to help ensure your estate plan is up to date, reflects your current wishes, and continues to align to your goals.
What Happens When a Canadian Resident Dies? discusses what happens to the assets of a deceased Canadian resident from a tax and estate perspective.
BMO’s outlook on the equity markets featuring Brian Belski, Chief Investment Strategist, to help you prepare for the coming year.
The monthly Global Markets Commentary provides an overview of recent global events and their impact on the markets.