November 1, 2022

In this episode, Caroline Dabu, Head of BMO Wealth Planning and Advisory Services at BMO Private Wealth is joined by our in-house experts Sal Guatieri, John Waters, and Lydia Potocnik to discuss a number of perspectives on Canadian real estate. Sal Guatieri is a Senior Economist and Director with BMO Capital Markets; John Waters, is a VP, Director of Tax Consulting Services at BMO Private Wealth; and Lydia Potocnik, is Head of Estate Planning and Philanthropic Advisory Services at BMO Private Wealth.

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.

1 novembre 2022

Dans cet épisode, Caroline Renaud, vice-présidente et chef de marché, Québec, BMO Gestion privée, est accompagnée de nos experts internes Richard Belley, Louis-Philippe de Sève-Bergeron et Fadia Abou-Nassif pour discuter de quelques perspectives sur le marché immobilier canadien. Richard Belley est directeur général et stratège, Titres à revenu fixe, BMO Gestion privée, Louis-Philippe de Sève-Bergeron, directeur, Planification fiscale, BMO Gestion privée, et Fadia Abou-Nassif, directrice, Planification successorale, BMO Gestion privée.

Avis :

Les commentaires formulés dans ce balado sont de nature générale et fournis à titre d’information seulement; ils ne constituent pas des conseils de placement ni des conseils de nature juridique, fiduciaire, successorale, comptable ou fiscale. Ils sont fournis à titre général en fonction de renseignements que nous croyons être exacts et complets, mais nous ne pouvons garantir leur exactitude ou leur exhaustivité. À moins d’un avis contraire, toutes les opinions, les estimations et les projections contenues dans ce rapport sont celles des conférenciers à la date de diffusion; elles sont sujettes à changement sans préavis et pourraient ne pas refléter celles de BMO Gestion privée. Ce balado pourrait ne pas tenir compte de tous les renseignements disponibles.

BMO Gestion privée est un nom de marque du groupe d’exploitation qui comprend la Banque de Montréal et certaines de ses sociétés affiliées qui offrent des produits et des services de gestion privée. Les produits et les 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 placements, 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.

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.