The Wealth Experience

Dans cet épisode, Sylvain Brisebois, directeur national des ventes, BMO Gestion privée s'entretient avec Alain Desbiens, directeur FNB BMO Québec et Est canadien, pour expliquer de quelle façon les facteurs autres que financiers constituent des moyens viables pour réduire le risque dans le portefeuille, dégager des rendements durables à long terme et faire en sorte que les investisseurs puissent se réjouir du fait que les placements reflètent bien leurs valeurs et leurs priorités axées sur les facteurs ESG.   Divulgations: Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.

In this episode, Sylvain Brisebois, Head, Sales Strategies and Programs, BMO Private Wealth is joined by Nalini Feuilloley, Director, Responsible Investments, BMO Global Asset Management to discuss how non-financial factors are a viable way to reduce portfolio risk, generate sustainable long-term returns and help investors feel good about investments reflecting their values, and ESG priorities.   Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In this episode, Sylvain Brisebois, National Sales Manager, BMO Private Wealth is joined by Larry Zelvin, Head, BMO Financial Crimes Unit, for an insightful discussion on the rise in cybersecurity threats and steps we can take to better protect ourselves in the digital world. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information.  BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.  ® Registered trademark of Bank of Montreal, used under license.

Dans cet épisode, Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s'est entretenu avec Stéphane Rochon, directeur général et spécialiste en stratégie – Actions, BMO Gestion privée, au sujet de ce qui nous attend pour l'année à venir, et de la forme que pourrait prendre la prochaine étape de la reprise actuelle des marchés. Cette discussion est en français uniquement. Divulgations: Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.

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.   Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

On the heels of National Philanthropy Day, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Lydia Potocnik, Vice President and National Director of Philanthropic Advisory Services, BMO Private Wealth, and Marvi Ricker, Vice President Philanthropic Advisory Services, Strategic Granting, BMO Private Wealth, to discuss how BMO can help clients meet their philanthropic goals or create a legacy by making a meaningful impact on causes that are important to them, especially during these unprecedented times. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

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 market outlook under Biden's Presidency, and provides insight on potential implications of a split Congress or a blue wave.   Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In this episode, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth Canada, and Doug Porter, Chief Economist, BMO Financial Group to discuss the U.S. election and potential implications for the markets and economy. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

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 U.S. election and the potential market impacts. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In this episode, Richard Belley, Fixed Income Strategist and Portfolio Manager, BMO Nesbitt Burns, and Michael Gregory, Deputy Chief Economist, BMO Capital Markets, discuss the Bank of Canada's strong monetary response to the current economic crisis. After explaining the bank's quantitative easing program, Richard and Michael dive into a discussion of how long current monetary policy could last, the potential of an inflationary cycle, and who will end up paying for the growing deficit. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

This podcast is part one of a two-part series. Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Elizabeth Creates, Director of Estate Planning, BMO Wealth Management who shares how a testamentary trust can be beneficial in structuring an inheritance. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Ce balado est le second d'une série en deux parties. Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s'entretient avec Geneviève Coupal, directrice principale, Services fiduciaires, Société de fiducie BMO qui présente les avantages de nommer un fiduciaire professionnel pour administrer une fiducie testamentaire. Divulgations : Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.

Ce balado est le premier d'une série en deux parties. Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s'entretient avec Andrée Godbout, directrice, Planification successorale, BMO Gestion de patrimoine qui explique comment une fiducie testamentaire peut être avantageuse au moment de constituer un héritage. Divulgations : Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.

This podcast is part two of a two-part series. Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with David Walwyn, Associate Director, Trust Services, BMO Trust Company who shares the advantages of having a professional trustee administer a testamentary trust.  Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Recently, the Federal government released an economic and fiscal snapshot providing the first estimate of Canada's finances post the COVID-19 pandemic. In this episode, Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth and Doug Porter, Chief Economist, BMO Financial Group talk to Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth about the potential implications of the record deficit for Canadians. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

This special podcast is an excerpt from a recent call featuring Dr. John Whyte, MD and Chief Medical Officer of WebMD. Hosted by Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, Dr. Whyte provides medical insights on what COVID-19 means to us now and in the future.  Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, speaks with Robert Kavcic, Senior Economist, BMO Capital Markets to discuss how COVID-19 is impacting the real estate markets.  Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

On May 8, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth to discuss why we should beware of drawing parallels between today and the Great Depression.   Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s'entretient avec Andrée Godbout (directrice, Planification successorale, Ottawa, BMO Planification de patrimoine et services conseils) qui présente des stratégies de simulation de crise pour les plans de succession. L'entretien se déroule en français uniquement.  Divulgations : Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.  

Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s'entretient avec Jason Ansel (vice-président et directeur régional, Services fiduciaires, Est du Canada, BMO Société de fiducie) qui explique l'importance de choisir un liquidateur expérimenté en ces temps difficiles. L'entretien se déroule en français uniquement.  Divulgations : Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.  

Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, speaks with Jason Ansel, Vice-President and Regional Director, Trust Services, Eastern Canada, BMO Trust Company who shares the importance of choosing a skilled executor to safeguard challenging times.  Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, speaks with Carol Willes, Director of Estate Planning, Ottawa, BMO Wealth Planning and Advisory Services, who shares strategies for stress testing estate plans during crises.  Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Le 23 avril, Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s'est entretenu avec Stéphane Rochon, directeur général et spécialiste en stratégie – Actions, BMO Gestion privée, au sujet de la forme que pourrait prendre la prochaine étape de la volatilité actuelle des marchés. L'entretien est uniquement en français.  Divulgations: Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.  

On April 20, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with James Wong, Vice President Ultra-High Net Worth Planning, BMO Private Wealth to discuss key actions business owners should consider implementing as part of their pandemic planning.   Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Brian Belski, Chief Investment Strategist, BMO Capital Markets to discuss what the next chapter of this market volatility could look like.   Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth to discuss portfolio construction during these challenging times. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In response to the economic disruptions caused by COVID-19, the Canadian federal government introduced emergency tax and fiscal measures to support individuals and businesses as they navigate the crisis. For greater clarity on who qualifies for these programs – and how to access them – Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth interviewed John Waters, Director of Tax Consulting Services, BMO Wealth Management on April 7, 2020.   Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

On April 2, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Adam Reichert, Managing Director, BMO Capital Markets Fixed Income, Currencies & Commodities to discuss how to best manage currency exposure including a range of factors from liquidity needs to historical patterns in CAD/USD exchange rates.   Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Le 2 avril, Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s'est entretenu avec Adam Reichert, directeur général, Titres à revenu fixe, devises et produits de base, BMO Marchés des capitaux pour discuter des moyens les plus efficaces pour gérer le risque de change et d'autres sujets, notamment les besoins de liquidités et les tendances historiques du taux de change entre le dollar canadien et le dollar américain. L'entretien est uniquement en français. Divulgations : Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.  

Le 1er avril, Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s'est entretenu avec Richard Belley, spécialiste en stratégie – titres à revenu fixe et gestionnaire de portefeuille, Groupe de services de portefeuille BMO Nesbitt Burns, pour discuter des marchés obligataires, des taux d'intérêt, des banques centrales et des fonds de titres à revenu fixe négociés en Bourse. L'entretien est uniquement en français. Divulgations : Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.  

On April 1, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Richard Belley, Fixed Income Strategist and Portfolio Manager, BMO Nesbitt Burns Portfolio Services Group, to discuss the bond markets, interest rates, central banks and Fixed Income Exchange-traded Funds.  Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

On March 23, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Doug Porter, Chief Economist, BMO Financial Group, to discuss the parallels and differences between this, and previous crisis, and to discuss the economic impact, and updated forecasts.  Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Le lundi 23 mars, Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée a discuté avec Stéphane Rochon, directeur général et spécialiste en stratégie – Actions, BMO Gestion privée, pour faire le point sur les marchés et les stratégies pour les investisseurs en cette période difficile.  L'entretien est uniquement en français. Divulgations : Les commentaires contenus dans cette baladodiffusion sont de nature générale, présentés à titre d'information uniquement, et ne constituent pas des conseils en matière juridique, de placement, de fiducie, de succession, de comptabilité ou de fiscalité. Ils sont communiqués à titre d'orientation générale, sur la base d'informations considérées comme exactes et complètes, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. Sauf mention contraire, les opinions, estimations et projections figurant dans ce rapport sont celles des intervenants à la date de publication, sont susceptibles d'être modifiées sans préavis et peuvent ne pas refléter celles de BMO Gestion privée. Cette baladodiffusion peut ne pas refléter toutes les informations disponibles. BMO Gestion privée est un nom de marque du groupe d'exploitation comprenant la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et services ne sont pas tous offerts par toutes les entités juridiques au sein de BMO Gestion privée. Les services bancaires sont offerts par l'entremise de la Banque de Montréal. Les services de gestion de placement, de planification de patrimoine, de planification fiscale et de planification philanthropique sont offerts par BMO Nesbitt Burns Inc. et BMO Gestion privée de placements inc. Les services de garde de valeurs ainsi que les services successoraux et fiduciaires sont offerts par la Société de fiducie BMO. Les entités juridiques de BMO Gestion privée n'offrent pas de conseils fiscaux. La Société de fiducie BMO et BMO Banque de Montréal sont membres de la Société d'assurance-dépôts du Canada. MD Marque de commerce déposée de la Banque de Montréal, utilisée sous licence.  

As market volatility runs wild, Sylvain Brisebois, Senior Vice President and National Sales Manager, BMO Private Wealth, speaks with Brian Belski, Chief Investment Strategist, BMO Capital Markets, to discuss the historic sell-off in equities, irrationality in the markets and the best strategies going forward for Canadian investors. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In this episode, Neil Hershcovitch, Head, Ultra High Net Worth, BMO Private Wealth, sits down with Doug Porter, Chief Economist BMO Financial Group, and Leslie Marks, Chief Investment Strategist, BMO Private Wealth, to discuss some of the most asked about topics relating to the economy, following the outcome of this week's election. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In this day and age, staying private about your wealth can be difficult. For people that are visibly more affluent than their friends, it can create discord for others to know you sold a successful business, belong to a wealthy family, or earn significantly more than others in the group. Tune in to hear Ruth Steverlynck and Tina Milligan explore how establishing boundaries and setting expectations upfront can help navigate awkward conversations about money. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In today's episode, Chris Buttigieg and Chris Markou from BMO Wealth Planning and Advisory Services discuss an often neglected area of estate planning – family pet care. Join them in conversation as they discuss the measures we can take to provide continued, long term care and support for our beloved family pets when we're gone. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In today's episode, BMO experts Michael Gregory, Lesley Marks and Stéphane Rochon discuss the recent Policy Pivot and its impact on asset classes. Discover the catalyst motivating the change as we delve deeper into the world of monetary and fiscal policymaking.  Disclosure: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Finance Minister, Bill Morneau, tabled the Liberal government's 2019 federal budget in the House of Commons on March 19, 2019. Tune in to listen to our tax professionals as they provide an overview of the most significant income tax measures announced in this year's budget. Disclosures:  The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In today's episode, Ruth Steverlynck and Deena Chochinov lay out strategies for planning with Millennials rather than for Millennials. As you're about to discover, it's an approach that's likely to achieve far greater success. Ruth is a principal and co-founder of Your Family Enterprise Advisors Inc. Deena is a family enterprise advisor. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Welcoming someone into the family and helping them gain comfort in their new environment is not as easy as it might seem. Families have long histories, complicated dynamics, different personalities…and plenty of unspoken rules. Tune in to hear Ruth Steverlynck and Peter Vaughan discuss the ins-and-outs of family onboarding, and how a formal approach can sometimes make the process more efficient and successful for everyone involved. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Ruth Steverlynck and Samantha Reynolds discuss how family storytelling can ease the stress of wealth transition. Ruth is a founder and principal of Your Family Enterprise Advisors Inc.; Samantha is founder and president of Echo Storytelling Agency. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In this episode, a panel of BMO experts provide an update on the markets and what investors can expect for the year ahead. The panel features Brian Belski, Chief Investment Strategist at BMO Capital Markets, Stéphane Rochon, Vice-President & Managing Director,and Head of Portfolio Advisory Team at BMO Nesbitt Burns, Lesley Marks, Chief Investment Strategist at BMO Private Banking, and Michael Gregory, Managing Director, Deputy Chief Economist & Head of U.S. Economics at BMO Capital Markets. Disclosure: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Not all values within a family are shared by everyone – but those that are form the bedrock of the most effective, long-lasting decisions. In this episode, Ruth Steverlynck and Michelle Osry reflect on the importance of these shared values, and of having predictability within the family.  Resources: Dennis Jaffe – “Value Edge” Cards http://dennisjaffe.com/family-meeting-tools/  Carol Newell – “Reweaving Wealth” https://reweavingwealth.com/ Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

Part 2 of 2. Ruth Steverlynck and Paul Attia discuss how formal family meetings can optimize communication patterns – leading to more efficient and successful decision-making. As most Advisors know, one of the most common causes of poor decision-making is “sub-optimal” communication. This is especially true for families, where there is so much ongoing chatter that it can be difficult to see the forest for the trees. Ruth and Paul offer suggestions for how to pull off a good family meeting – allowing you to quarterback a discussion that keeps everyone engaged, and most importantly, excited for the next one. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.

In Part 1 of the two-part series Ruth Steverlynck and Paul Attia discuss how formal family meetings can optimize communication patterns – leading to more efficient and successful decision-making. As most Advisors know, one of the most common causes of poor decision-making is “sub-optimal” communication. This is especially true for families, where there is so much ongoing chatter that it can be difficult to see the forest for the trees. Ruth and Paul offer suggestions for how to pull off a good family meeting – allowing you to quarterback a discussion that keeps everyone engaged, and most importantly, excited for the next one. Disclosures: The comments contained in this podcast are general in nature, provided for information purposes only, and do not constitute legal, investment, trust, estate, accounting or tax advice. They are provided for general guidance, based on information believed to be accurate and complete, but we cannot guarantee its accuracy or completeness. Unless otherwise qualified, any opinions, estimates and projections in this report are those of the speakers as of the release date, are subject to change without notice, and may not reflect those of BMO Private Wealth. This podcast may not reflect all available information. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC. ® Registered trademark of Bank of Montreal, used under license.