BMO Private Wealth
595 Burrard Street
PO Box 49500
This is a helpful resource summarizing important tax, retirement and estate planning information.
Wealth Themes is a monthly compilation of timely articles and tools from our experts and other BMO Financial Group partners.
The attached article – Preparing Your Last Will and Testament – explains various aspects of Will preparation including, the importance of appointing an appropriate executor, life events that warrant a Will review and the use of testamentary trusts.
Focus is a weekly financial digest.
In this episode, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Brian Belski, Chief Investment Strategist, BMO Capital Markets who shares his thoughts on the unprecedented nature of 2020 and challenges that remain for 2021. BMO Capital Markets’ recent publication, 2021 Market Outlook, is also attached to this invitation.