BMO Private Wealth

It’s here! The BMO Wealth Case Competition – The Future of Wealth has officially launched. 🚀 Undergraduate students across Canada – this is your chance to put your strategic thinking and problem-solving skills to the test in a dynamic, real-world business case competition and compete for $7,000 in cash prizes. Learn more, explore the rules, and submit your team application by October 6 at 12pm ET: http://spr.ly/6043Ajf7c

Global stocks have been repeatedly hitting new highs, leaving investors looking over their shoulders for the bubble-bursting bogey man to appear. Carol Schleif, CFA, FSA, BMO Private Wealth’s Chief Market Strategist, discusses this and more in this week's edition of Weekly Strategy Perspectives, "Bear Hunting." http://spr.ly/6044AjCIq

BMO Private Wealth was proud to sponsor the Toronto Symphony Orchestra Gala, featuring the extraordinary talents of Music Director Gustavo Gimeno and world-renowned pianist Lang Lang, in support of the TSO’s Education & Community Engagement Programs. This unforgettable evening celebrated community, connection, and classical music—values that reflect our commitment to helping clients orchestrate their financial goals with clarity and purpose. We’re honoured to stand behind initiatives that enrich lives and strengthen our communities.

We are excited to welcome David Gagnon to BMO Private Wealth, as Managing Director, BMO Family Office. David brings more than 20 years of experience in the financial and investment sector, along with a strong commitment to client success. Most recently, he served as a Senior Advisor at Power Sustainable, where he helped shape strategic direction and built lasting relationships with families and institutional investors. His deep industry knowledge and strategic insight will further enhance our ability to support ultra-affluent families with clarity, care, and customized solutions. Please join us in welcoming David to the BMO Private Wealth team!

Host Michael Miranda, CFA, President, BMO Family Office and Head of Investments, BMO Private Wealth sits down with Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management - U.S., to explore the rapidly expanding Family Office landscape. Learn more: http://spr.ly/6047AZcQH

After decades in development, machine learning and its latest iteration – AI – burst into the public lexicon with the introduction of ChatGPT in November 2022. Our guest authors argue that AI is not merely the next transitional step in the industrial revolution: it’s a gigantic leap forward, propelling us all headlong into an enhanced age of knowledge. Malcolm White, Director & Portfolio Manager Global Equity, BMO Global Asset Management and Jeremy Yeung, Director & Portfolio Manager Global Equity, BMO Global Asset Management discuss this and more in this week's edition of Weekly Strategy Perspectives, "Guest Feature: AI Beyond the CapEx Cycle" http://spr.ly/6044Akp7u

We’re proud to sponsor the "Beyond The Family Business" podcast in collaboration with Canadian Family Offices—highlighting the stories, strategies, and succession journeys of Canada’s leading family enterprises. In the latest episode, host Luke Hansen-MacDonald sits down with Ian Wilson, President of Wilson Fuel Co., to discuss the legacy and leadership behind one of Atlantic Canada’s most enduring family businesses. Watch or listen now: http://spr.ly/6049AkEiZ

Do you own a family vacation property with plans to pass down ownership and enjoyment to the next generation? These succession planning strategies and other considerations will help ensure a smooth transition. Learn more: http://spr.ly/60094juEH

Big news, Canadian students! BMO Private Wealth is excited to present the BMO Wealth Case Competition – Future of Wealth event on November 7, 2025. This is your opportunity to showcase your strategic thinking and problem-solving skills in a dynamic, real-world business case competition and compete for a chance to win cash prizes. The in-person competition is open to all undergrad students at Canadian universities and colleges. Learn more about the case competition and how to enter here: http://spr.ly/6005ApI3V

The Federal Reserve and Bank of Canada resumed rate reductions this month. Michael Gregory, BMO’s Deputy Chief Economist and Managing Director, and Jennifer H. Lee, BMO’s Senior Economist and Managing Director, discuss this and more in their latest Rates Scenario publication. http://spr.ly/6042ApQBy