Personal
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...
Having Difficult Conversations with Your Advisor
Discussing personal finances is challenging for many people, especially women. Like it or not, women are still judged more harshly than men for being profit-motivated, negotiating salaries, and asking questions of their financial services professionals. These societal...
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...
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...
Lifelong Learning and Giving with Dr. Brenda Milner
Dr. Brenda Milner, a 98-year-old full-time lecturer at McGill University, researcher at the Montreal Neurological Institute, and founder of the Brenda Milner Foundation joins Kathleen to talk about what led her to being a pioneering woman in her field, what drove her...
Finding a Sense of Purpose in Entrepreneurialism
Chloe Hamilton saw firsthand the challenges of elder care. Now she’s doing something about it. Read more
Giving Back with Glori Meldrum
Glori Meldrum is a recent BMO Celebrating Women honouree for focusing her philanthropic and charitable giving efforts on preventing and helping victims of childhood sexual abuse. As a survivor herself, Glori founded Little Warriors, a national organization that...
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...
The Power of Collective Resilience
Samra Zafar is a bestselling author of the book, A Good Wife. She’s an international speaker, and the director of business finance at BMO. She is also the founder of a non-profit organization called Brave Beginnings. It is dedicated to supporting abuse survivors in...
Gravitating towards what scares us: Courtney Reardon and her expedition on Everest
Courtney Reardon, Director of Institutional Equity Sales, BMO Capital Markets is also the 68th American woman to summit Everest, and survive. In this episode, Courtney will tell us about her expedition, and share the insights she gained along the way that can help all...
The advantages of having women on corporate boards
The statistics are in, and the proof is in the outcomes. With diverse boards, outcomes are better – financially and otherwise. However, women are still under-represented at boardroom tables across North America. Katie Kelley, Vice-Chair, US Commercial Banking with BMO...
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?...
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
How to import goods into Canada and grow your business
It goes without saying that exporting your goods or services to another country or importing goods into Canada are great ways to grow your business. But with any great opportunity there are risks. So before you start to do business across borders, there are a...
Five common small business mistakes to avoid
It might seem like Arjun Kumar, winner of the BMO-sponsored AIR MILES®† For Business Small Business Achievement Award, has it all figured out when it comes to running a small business. But he didn’t get here without facing some adversity. Kumar, CEO at KAI...
Knowing your numbers matters
The more knowledgeable you are about where your business stands financially today, the more productive your conversations will be when you meet with your trusted advisors.