The Wealth Experience
Beware of Drawing Parallels Between Today and the Great Depression: An Interview with Lesley Marks

Beware of Drawing Parallels Between Today and the Great Depression: An Interview with Lesley Marks

May 11, 2020

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:

BMO Wealth Management is the brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services.

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 Wealth Management. This report may not reflect all available information.

Planification successorale pour les propriétaires d’entreprise durant la crise — Deuxième partie

Planification successorale pour les propriétaires d’entreprise durant la crise — Deuxième partie

April 30, 2020

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:

BMO Gestion de patrimoine est le nom de marque qui fait référence à la Banque de Montréal et à certaines de ses sociétés affiliées qui fournissent des produits et services de gestion de patrimoine.

Les commentaires contenus dans ce balado sont de nature générale, fournis uniquement à titre informatif, et ne constituent pas des conseils juridiques, fiscaux ou comptables, ou en matière de placement, de fiducie ou de succession. Ils sont fournis comme conseils généraux et sont basés sur des renseignements que nous estimons être exacts et complets, mais dont nous ne

Planification successorale pour les propriétaires d’entreprise durant la crise — Première partie

Planification successorale pour les propriétaires d’entreprise durant la crise — Première partie

April 30, 2020

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:

BMO Gestion de patrimoine est le nom de marque qui fait référence à la Banque de Montréal et à certaines de ses sociétés affiliées qui fournissent des produits et services de gestion de patrimoine.

Les commentaires contenus dans ce balado sont de nature générale, fournis uniquement à titre informatif, et ne constituent pas des conseils juridiques, fiscaux ou comptables, ou en matière de placement, de fiducie ou de succession. Ils sont fournis comme conseils généraux et sont basés sur des renseignements que nous estimons être exacts et complets, mais dont nous ne pouvons pas garantir l’exactitude ou l’exhaustivité. À moins d’avis contraire, les estimations et les projections présentées dans ce rapport sont celles des intervenants à la date de publication, peuvent changer sans préavis et ne reflètent pas nécessairement celles de BMO Gestion de patrimoine. Il est possible que ce rapport ne reflète pas tous les renseignements disponibles.

Estate Planning for Business Owners During a Crisis – Part 2 of 2

Estate Planning for Business Owners During a Crisis – Part 2 of 2

April 30, 2020

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:

BMO Wealth Management is the brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services.

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 Wealth Management. This report may not reflect all available information.

Estate Planning for Business Owners During a Crisis – Part 1 of 2

Estate Planning for Business Owners During a Crisis – Part 1 of 2

April 30, 2020

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:

BMO Wealth Management is the brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services.

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 Wealth Management. This report may not reflect all available information.

 

Le point sur les marchés – Discussion avec Stéphane Rochon le 23 avril

Le point sur les marchés – Discussion avec Stéphane Rochon le 23 avril

April 23, 2020

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:

BMO Gestion de patrimoine est le nom de marque qui fait référence à la Banque de Montréal et à certaines de ses sociétés affiliées qui fournissent des produits et services de gestion de patrimoine.

Les commentaires contenus dans ce balado sont de nature générale, fournis uniquement à titre informatif, et ne constituent pas des conseils juridiques, fiscaux ou comptables, ou en matière de placement, de fiducie ou de succession. Ils sont fournis comme conseils généraux et sont basés sur des renseignements que nous estimons être exacts et complets, mais dont nous ne pouvons pas garantir l’exactitude ou l’exhaustivité. À moins d’avis contraire, les estimations et les projections présentées dans ce rapport sont celles des intervenants à la date de publication, peuvent changer sans préavis et ne reflètent pas nécessairement celles de BMO Gestion de patrimoine. Il est possible que ce rapport ne reflète pas tous les renseignements disponibles.

Business Planning Strategies During a Crisis – An Interview with James Wong

Business Planning Strategies During a Crisis – An Interview with James Wong

April 22, 2020

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:

BMO Wealth Management is the brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services.

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 Wealth Management. This report may not reflect all available information.

 

Market Update – Brian Belski on Market Volatility

Market Update – Brian Belski on Market Volatility

April 16, 2020

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:

BMO Wealth Management is the brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services.

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 Wealth Management. This report may not reflect all available information.

 

Market Update – An Interview with Lesley Marks

Market Update – An Interview with Lesley Marks

April 16, 2020

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:

BMO Wealth Management is the brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services.

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 Wealth Management. This report may not reflect all available information.

 

Decoding Canada’s Fiscal Response to COVID-19

Decoding Canada’s Fiscal Response to COVID-19

April 8, 2020

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:

BMO Wealth Management is the brand name that refers to Bank of Montreal and certain of its affiliates in providing wealth management products and services.

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 Wealth Management. This report may not reflect all available information.