Personal
How to Turn Financial Anxiety into Action
“I feel a pit in my stomach when I look my personal finances. I get overwhelmed and shut down. Money just makes me so nervous." -Jacqueline, 42 year old divorced mother and career professional Have you ever felt like Jacqueline? If so, you are not alone. Eighty-one...
Investing – It’s never too late to get started
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...
Building Confidence as an Investor
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...
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...
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...
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
Bold(h)er: Beauty and Reconciliation
Cheekbone Beauty has its roots in a dream founder and CEO Jenn Harper had of little girls in lipgloss. In this episode, Jenn chats with Lisa about how she turned that dream into a successful, Indigenous-owned cosmetics company that gives back to its community, the...
How a Strategic Giving Plan Can Help
Erin is finally making enough money to cover her living expenses and save for the future. She wants to start making charitable gifts; but, is overwhelmed by the choices. “All the organizations that contact me look worthy of my donation. But I can’t afford to give to...
Meet Danae Davis
We have honoured over 180 women with our Celebrating Women program. As part of Black History Month we asked our past honourees a few questions to learn more about them. Danae Davis is currently the Executive Director of Milwaukee Succeeds, a citywide partnership...
Holistic Giving Practices
A few thoughts on some of the issues facing women that uniquely influence their planning decisions as indicated in BMO’s Women in Wealth report In 2015, BMO commissioned a report called “Women in Wealth.” The findings of this report indicate that women have made...
Blazing Agency Founder Partners with BMO for #DayoftheGirl
In 1994, Michele Bailey founded Blazing, a strategic marketing communications company located in Oakville, Ontario. Michele wanted to run an agency with a difference. So, she founded an agency with a human-focused approach to business, built on a foundation of strong...
Family Philanthropy: Benefitting the community and the family
There are two advantages to family philanthropy – the benefits that accrue to the community from the generosity of wealthy families and the value that accrues to the families themselves. No one would dispute that our hospitals, galleries, and social service programs...
Philanthropy and Giving Back – Your Giving Strategy
Your charitable giving may include cash donations made in response to a specific request, a donation of your time or ongoing financial support through a pre-authorized donation plan. However, if you’d like to be more strategic with your gifting, consider incorporating...
Having money conversations with your family
On today’s episode of Her Money, Her Way, Kathleen discusses having conversations with your children about money, particularly when it comes to leaving a legacy, inheritances, and bringing up your reasons for the decisions you made as you planned your estate. The key?...
Bold(h)er: Curating Your Way Towards a Better Life
Psychotherapist Gail Golden realized midway through her career that she needed a change, and made the leap to being a successful business consultant and author. In this episode of Bold(h)er, she talks about key techniques from her book Curating Your Life, like the...
Bold(h)er: The New Normal of Travel
With so many tourist destinations shuttered or deserted due to COVID-19, what does the "new normal" look like for travel? CEO and Founder of Tully Luxury Travel Mary Jean Tully gives her insights into the changes the industry's already experienced and what's to come,...
Bold(h)er: Beauty and Reconciliation
Cheekbone Beauty has its roots in a dream founder and CEO Jenn Harper had of little girls in lipgloss. In this episode, Jenn chats with Lisa about how she turned that dream into a successful, Indigenous-owned cosmetics company that gives back to its community, the...
Bold(h)er: Best Practices for Resilience and Well-Being
As the COVID-19 pandemic and its related professional, social, and economic effects continue, it’s of paramount importance to check in, and give yourself the tools to emotionally weather the storm. Lisa does just that with BMO’s Chief Inclusion Officer Paulette Jagers...
How to Turn Financial Anxiety into Action
“I feel a pit in my stomach when I look my personal finances. I get overwhelmed and shut down. Money just makes me so nervous." -Jacqueline, 42 year old divorced mother and career professional Have you ever felt like Jacqueline? If so, you are not alone. Eighty-one...
How a Strategic Giving Plan Can Help
Erin is finally making enough money to cover her living expenses and save for the future. She wants to start making charitable gifts; but, is overwhelmed by the choices. “All the organizations that contact me look worthy of my donation. But I can’t afford to give to...
Bold(h)er: Rejection to Reinvention
Women often feel compelled to avoid making waves in their line of work. Not so for Amanda Brugel, award-winning actor. She pushed against stereotypical roles for women of colour and forged a successful career as a character actor, starring in The Handmaid’s Tale and...
Holistic Giving Practices
A few thoughts on some of the issues facing women that uniquely influence their planning decisions as indicated in BMO’s Women in Wealth report In 2015, BMO commissioned a report called “Women in Wealth.” The findings of this report indicate that women have made...
Things to Consider for a Business Partnership
A business partnership is an exciting undertaking, but it is very important to ensure that everything about that partnership is taken into consideration in the legal documentation. Casey Thomson, Owner of The Cheese Gallery in Thornbury, Ontario discusses her...
The Psychology Around Debt
Debt. Is it good or bad? Either way it is a fact of life. Every generation has had an impact on the next generations thoughts and beliefs around debt. Julie Sehl, Vice President of Financial Planning shares how you can use debt to advance your future and what you must...
Proactive Human Resources Strategies
Human Resources is commonly becoming accepted as a strategic business partner, worthy of a seat at the highest levels of leadership within many organizations. With the advent of social networking, and new digital technologies, human resources specialists are now...
Designing the Workplace of the Future: How Human-Centric Design Increases Productivity
When workplace design is human-centric, employees are happier, and companies often experience increases in attraction, retention, and productivity. Lynn Roger, the Global Head of Employee Experience and Workplace Transformation at BMO Financial Group, is passionate...
Five must-dos for entrepreneurs
Ready to launch your own startups? Make sure you know these five must-dos for entrepreneurs. Read more
Creating a Business Plan
What does a business plan look like? Here's how to write your plan and the key components to include. Read more
Building your business through social media marketing
Social media is a marketing gold mine for small businesses. And understanding the nuances of each social network can help you optimize your efforts and get the most bang for your buck. The best place to start is finding out where your customers are. Each site attracts...
What do I need to know about starting a franchise?
If you don’t want to start a business from scratch or buy an existing business, franchising may a good choice for you. Franchises employ over 1 million Canadians and generate approximately $68 billion in revenue every year.1 Franchising can reduce some of the risks of...