The Wealth Experience

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.