BMO Wealth Management - Canada

Craig Meeds, Head of Wealth Advice Canada, spoke to The Globe and Mail about how firms are preparing for the growing number of advisors that will retire in the next 5–10 years. With nearly 40% of full-service advisors over 55, the industry faces a critical moment to ensure clients continue to receive trusted guidance. “As an industry, we’ve struggled to bring in young talent at the pace we did 20 years ago,” Meeds says. “If we don’t have a maniacal focus on advisor succession, then we’re going to break that contract.” Read the full article to learn more: http://spr.ly/6044fNire

Host Michael Miranda, CFA, Head of Investments for BMO Private Wealth North America, is joined by Sadiq S. Adatia, Chief Investment Officer at BMO Global Asset Management, to break down the Q2 2025 earnings season and what it reveals about the health of corporate America. Learn more: http://spr.ly/6041f2mjT

For decades, the depth, breadth and quality of U.S. economic statistics have been applauded around the world. Data integrity is paramount because these numbers form the basis for a wide variety of undertakings – from compensation decisions to tax brackets. Michael Gregory, Deputy Chief Economist, BMO Capital Markets and Erik Johnson, Senior Economist and Vice President, BMO Capital Markets discuss this and more in this week's edition of Weekly Strategy Perspectives, "Guest Feature: U.S. Data Quality - in the Line of Fire." http://spr.ly/6040fImTm

Private school, Ivy League, or both? Elite education can open doors – but it comes with a serious price tag. Most families focus on the RESP, but it can’t pay for private school or many related costs. In our latest piece, Sarah Burke, CFP® CIM®, Wealth Planning Consultant at BMO Private Wealth, shares tax-efficient ways to plan ahead. Learn more: http://spr.ly/6040fxaei

Everything you need to know (and what to avoid) when buying your first stock. http://spr.ly/6047fQxCL

In this episode of Markets Plus, Warren Estey, Head of Investment Banking at BMO Capital Markets, sits down with Kristin Milchanowski, Ph.D., Chief Artificial Intelligence and Data Officer at BMO. From what it means to be an AI-native company to how AI can help in predicting market trends and economic shifts more accurately, Kristin shares her expertise to better understand this ever-evolving field. http://spr.ly/6046faqeg

After a long dry spell, a hopeful set of not-so-random events seems to be hinting at renewal in the initial public offering (IPO) and merger and acquisition (M&A) spaces. Head fake – or lasting trend? We parse the signs. Carol Schleif, CFA, FSA, Chief Market Strategist, BMO Private Wealth, Rod Larson, Head of Investment Manager Research & Alternatives, BMO Private Wealth, and Arthur Diochon, CFA, CAIA, PFP, Head of Private Markets Research, BMO Private Wealth discuss this and more in this week's edition of Weekly Strategy Perspectives, "Animal Spirits on the Prowl." http://spr.ly/6040fsGJE

BMO is proud to be a Platinum sponsor of the 2025 Employee Ownership Canada Conference from September 10 to 12 at the Fairmont Pallister Hotel in Calgary, Alberta. Whether you’re a business owner considering succession or an executive looking to create a talent advantage, an employee ownership solution may help you achieve your business goals. Register and use BMOEO at checkout for 15% off: http://spr.ly/6006fUfNr

Our BMO Portfolio Advisory Team experts share their insights on recent events and their impact on equity and fixed income markets in the August edition of Investment Strategy. http://spr.ly/6042fUtyu

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