BMO Private Wealth

Rainbow Deposits is back in support of Rainbow Railroad. For every rainbow photo you deposit, BMO is donating $1* to help at-risk 2SLGBTQ+ people around the world. Get started at BMORainbowDeposits.com #BMOPride *Up to $50,000 CAD

We are pleased to welcome The Beverly Group to the BMO Private Wealth team in Moncton, New Brunswick. With over 25 years of experience, Mark Beverly, Senior Investment Advisor, Vanessa Sims, Senior Investment Associate, and Chris Meredith, Administration Assistant, deliver tailored investment advice and financial planning solutions to affluent individuals, families and business owners. They are committed to understanding their clients on a deep level and take pride in the care and dedication they provide. Please join us in welcoming Mark, Vanessa and Chris. Connect with The Beverly Group here: http://spr.ly/6044ejkGq

In the latest Sustainability Leaders episode, Steve Kehoe, Director, BMO Energy Transition, discusses our recent Renewable Fuel Sponsorship Program in partnership with Imperial Oil, supporting the University of Calgary's Schulich School of Engineering. Listen now! http://spr.ly/6048eblYg

Research shows that high net worth Canadians want to invest more sustainably. But how do they decide where to invest and what to invest in? Find out how you can create a more sustainable portfolio. http://spr.ly/6045eOm9t

Nous sommes heureux d'accueillir Geneviève Bégin , Pl.Fin, Chef de marché adjointe pour le marché de la Rive-Sud de Montréal, au sein de BMO Gestion privée. Geneviève compte plus de 25 ans d'expérience à BMO, où elle a occupé divers postes dans les domaines de la planification financière, des services bancaires aux entreprises et du réseau de succursales. Son expérience diversifiée et son leadership seront un atout pour l'équipe. Joignez-vous à nous pour souhaiter la bienvenue à Geneviève. We are pleased to welcome, Geneviève Bégin, Assistant Market Leader of the Montreal South Shore Market, to BMO Private Wealth. Geneviève brings over 25 years of experience at BMO, where she’s held various roles across the bank, including in financial planning, commercial banking and retail banking. Her diverse experience and leadership will be an asset to the team. Please join us in welcoming Geneviève.

If you want to avoid a Succession-like family blowout over your estate, you want to have a family governance plan in place. http://spr.ly/6040d0rrM Shelley Forsythe, FEA, CFP, TEP, MFA-P, CEPA, Director of Family Enterprise Planning at BMO Family Office, shares six considerations for creating a governance plan; from establishing family values and creating opportunities for conversation, to talking to loved ones about how they view wealth.

Happy Victoria Day! Have a fun-filled long weekend with family and friends.

We recently hosted a conversation in partnership with CAMH Foundation’s womenmind, on the need for sex and gender-specific studies – particularly in brain and psychiatric health research – and how investing in women’s health can positively impact not just women but the communities, families and networks they belong to. Thanks to June Zimmer, BMO Private Wealth Regional President, West Region, for moderating and our panelists Sandi Treliving, Dr. Liisa Galea and Marianne Raimondi - Surmann. http://spr.ly/6048dTHLM

To sell or not to sell? That's the question many people who may be impacted by the increase in the capital gains inclusion rate are asking themselves. John Waters, CPA, CA, CFP, TEP, Vice President and Director of Tax Consulting Services at BMO Private Wealth, and Dante Rossi, CPA, CA, CFP®, Director of Tax Planning at BMO Private Wealth, looked at how this change might impact your finances and explored whether you should make any moves before the proposed June 25 deadline. http://spr.ly/6048dRsSG

Our BMO Nesbitt Burns Portfolio Advisory Team experts share their insights on recent events and their impact on the equity and fixed income markets: http://spr.ly/6044dDCmC