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...
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
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...
Building A Community To Inspire and Empower
Mary Burke, Wisconsin gubernatorial candidate in 2014, went on to found Building Brave – a non-profit online community that helps women connect with their most confident selves. Through her own experiences, Mary herself has overcome self-doubt, fear of failure, and...
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
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...
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...
Goals, Gratitude, and Big Ideas…
Author, facilitator, business owner. Michelle Bailey is all three. She’s also a person who believes in mindfulness, gratitude, outsourcing what you’re not good at, work-life integration, and self-care. As an agency owner, and the founder of My Big Idea, Michelle’s...
Montreal Designer Vickie Joseph Steps Up to Help Youth Build a Future in Her Old Neighbourhood
The neighbourhood of Saint-Michel, in Montreal’s north end, is a vibrant potpourri of language and ethnicity beset with the all-too-common narrative of poverty, gang violence and urban revitalization. Read more
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.