Online Investing Really Is For Everyone

Online Investing Really Is For Everyone

Silvio Stroescu, President of BMO InvestorLine, is on a mission to ensure that everyone feels like online investing is for them. In this podcast, Silvio takes the time to dispel myths about online investing, share how the process actually works (hint, there are humans behind the scenes), and why online investing makes sense for investors of all types – regardless of gender, age, and investing knowledge. Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection,...
Consider Tax-Loss Selling in Your Year-End Planning

Consider Tax-Loss Selling in Your Year-End Planning

As the end of the year approaches, you may want to review your investment portfolio to consider possible rebalancing opportunities. It may also make sense to consider engaging in a tax-loss selling strategy before the end of the year, to reduce your overall tax liability or to receive a refund of taxes paid in a previous year. With a tax-loss selling strategy, investments that have declined in value are sold in order to generate a capital loss for tax purposes, which can be used to offset...
Women and Wealth

Women and Wealth

There are many segments that private wealth firms are pursuing today. One in particular – women – will also represent close to half of Canada’s total wealth by 2026. Read more