Keep up-to-date on the latest domestic and global market movements. Our experts provide in-depth research and analysis to help you understand the economic conditions, factors and trends that shape investment opportunities.
Key considerations for business owners
Issue 1 focuses primarily on topics for the business owner’s consideration to help achieve their personal and business goals.
The value of a wealth plan for a business owner
Working with your BMO financial professional
Choosing the right business structure
Is a professional corporation right for you?
Reducing risk to you and your family as a business owner
Funding long-term goals: Retirement
Overcoming gender barriers to success in business
When is the right time to sell?
Who will take over your business?
What’s next for you?
Leaving your mark
Key considerations for your business
Issue 2 focuses mainly on topics that relate to the business itself to help the owner ensure that the business can adapt to change and continue building towards sustainable success.
The value of a business plan
How a financial proposal and debt can support your business
Raising business capital and funding innovation
Women and innovation
Protecting your business with a shareholders’ agreement
Immediate financing solution
A succession planning roadmap can help avoid five common mistakes when selling a business
Preparing for the transition
Preparing the family or next generation to take over the business
What if the kids don’t want the family business?
Passing down the business
BMO industry leaders offer their insights, viewpoints and tips on a variety of topics related to planning, building and managing your wealth.
Our reports provide insights and strategies around wealth planning to help prepare you for a confident financial future.
Plan for the future
The gig economy: Achieving financial wellness with confidence – July 2018
Generation Why! Take notice of millennials – they’re devoted, educated, and focused to succeed - July 2017
Canadians want to give, but what’s holding them back? - October 2016
As a business owner, do you have a retirement contingency plan? - October 2016
The Personal Balance Sheet - July 2016
The Family Bank – a source of comfort for everyone - December 2015
Household debt in Canada – the good, the bad, and the ugly. - September 2015
Women in Wealth: A financial golden age has arrived - March 2015
Therapeutic Substitution: Provincial government changes reformulate the pharmacy business - February 2015
Finding the path to financial prosperity for newcomers to Canada - October 2014
Taking the rights and opportunities you have now more seriously - June 2014
Sandwich Generation - May 2014
Rethinking Disability – Planning for Financial Well-Being - April 2014
Wealth Generation: The Financial Challenges for Generations X & Y - January 2014
Are your Business and Personal Finances on Solid Ground? - October 2013
The biggest life events that can derail your financial plan - May 2013
Education Savings Strategies: Student tuition and debt on the rise: RESPs and beyond - March 2013
Estate planning in the 21st century: New considerations in a changing society - April 2012
Perfecting the workplace pension: the quest continues - January 2012
The evolution of giving: From charity to philanthropy - November 2009
Your health: Understanding and managing stress - June 2009
Caregiving: Exploring the costs and benefits of caregiving - July 2008
Grow your wealth
Innovation – Creating wealth through business improvements. May 2018
Make better investment choices by understanding and reducing bias – October 2017
Are there gender differences among entrepreneurs? - September 2016
Entrepreneurs: Definitely not your ordinary business owner - October 2014
Mind Games: What behavioural finance can teach you about investing - March 2014
Saving for Retirement: One size does not fit all - February 2010
Protect your assets
A sudden windfall. A blessing, not a burden. - December 2018
Estate planning for complex family dynamics - March 2017
Insuring for a financially secure future - July 2015
What are you leaving behind? Family conflict or a memorable legacy! - July 2013
Mind your taxes in retirement - October 2011
Transition life stages
The Aging Economy: Improving with Age – October 2018
Retirement – what’s your game plan? - February 2016
As you approach the age of wisdom, who will catch you if you fall? - August 2015
Retirement planning: how do your retirement plans measure up? - February 2015
Living to 100: The four keys to longevity - July 2014
Enhancing Retirement Planning with ETFs - October 2013
Retirement Institute Report: Home sweet home or retirement nest egg - October 2012
Retirement strategies: What are your options in volatile markets? - August 2012
Broadening the approach to preparing for retirement - July 2012
Where do Canadians plan to retire, and why? - October 2011
Financial Decision-making: Who Will Manage Your Money When You Can't? - July 2011
Divergent paths to retirement: How men and women plan differently - April 2011
Retirement Income Planning: Can we have our cake and eat it too? - February 2011
Retirement planning: When to retire: Age matters - October 2010
Retirement planning: Can I get back to you on that? - July 2010
Proposals to improve the flexibility of RRSPs & RRIFs - April 2010
Retirement strategies: Small business ownership - October 2009
Leaving an inheritance: What will future inheritances look like? - July 2009
Working longer: Should Boomers retire later due to market uncertainty? - April 2009
Single in retirement: What retirement challenges do single Boomers face? - January 2009
Retirement strategies: Assuming more responsibility for your retirement - April 2008
Connect with a wealth management services professional.