by Mariecris Pagulayan | Jun 8, 2022 | Videos
This webinar focuses on key highlights from the recently released federal budget and other outstanding tax measures including the intergenerational transfer of the family business. Speaker: John Waters, Vice President, Director of Tax Consulting Services, BMO Private Wealth Please Note: This was recorded June 7, 2022
by Mariecris Pagulayan | Feb 28, 2022 | Listen & Watch, Listen & Watch, Listen & Watch, Personal, Personal
Having your own stash of cash is critical to your safety and freedom, according to Stephanie Wolfe. In this episode, Stephanie tells Lisa Bragg other tips that will keep you ahead during these turbulent times. About the show: Brought to you by BMO for Women and hosted by journalist and award-winning entrepreneur Lisa Bragg, Bold(h)er delivers thought-provoking conversations that inspire listeners to make their own bold moves in business and in life....
by Mariecris Pagulayan | Jul 22, 2021 | Listen & Watch
Jennifer So is moving that needle that so many of us want to see pushed forward. She’s helping companies and investors think about how we can have a better world through sustainable opportunities. She joins Bold(h)er host Lisa Bragg to explain Environmental, Social and Governance (ESG) initiatives. About the show: Brought to you by BMO for Women and hosted by journalist and award-winning entrepreneur Lisa Bragg, Bold(h)er delivers thought-provoking conversations that inspire listeners...
by Mariecris Pagulayan | Oct 5, 2020 | Lifestyle, Podcasts, Podcasts, Podcasts
When it comes to managing millennial women’s money, Stefanie O’Connell is a pro. She inspires women to take control of their finances by examining barriers such as lack of confidence, lack of involvement, and cultural attitudes towards women and money. Stefanie helps women understand that being an effective manager of your own money is within reach for us all. In this conversation Lisa and Stefanie discuss how women can overcome these barriers, what it means to be in control of...
by Mariecris Pagulayan | Nov 4, 2019 | Investing, Investing, Investing, Investing, Investing, Investing, Podcasts
Our research has revealed that historically women have not been engaged in investing. The anticipated transfer to wealth to women via inheritance from their parents and their spouses, along with the growth of women-owned businesses, means it is crucial that women take control of their financial future. Lesley Marks, Chief Investment Strategist for BMO Private Wealth in Canada, provides insight into investment strategies and how a holistic approach to your financial health is an important part...
by Jeff | Nov 26, 2018 | Personal
If you’re looking for more confidence in your investing abilities, you’re not alone. A February 2018 study by the Financial Planning Standards Council of Canada noted that nearly four in 10 Canadian women, regardless of education level, age, or marital status felt they knew ‘very little’ about finances and investing. Fifty-six percent of the respondents to the study also stated that they don’t have a written financial plan. What Can You Do To Change That? Start small – don’t think you...
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