The Wealth Experience

From big-picture planning strategies to developing market trends, we bring light to a range of important matters so you can build your wealth with confidence.

Business
1
Managing the Benefits and Burdens of an Inherit...
This podcast is part one of a two-part series. Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with Elizabeth Creates, Director of Estate Planning, BMO Wealth Management who shares how a testamentary trust can be beneficial in structuring an inheritance.
8 min
2
Gérer les avantages et les fardeaux d’un hérita...
Ce balado est le second d’une série en deux parties. Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s’entretient avec Geneviève Coupal, directrice principale, Services fiduciaires, Société de fiducie BMO qui présente les avantages de nommer un fiduciaire professionnel pour administrer une fiducie testamentaire.
18 min
3
Gérer les avantages et les fardeaux d’un hérita...
Ce balado est le premier d’une série en deux parties. Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s’entretient avec Andrée Godbout, directrice, Planification successorale, BMO Gestion de patrimoine qui explique comment une fiducie testamentaire peut être avantageuse au moment de constituer un héritage.
11 min
4
Managing the Benefits and Burdens of an Inherit...
This podcast is part two of a two-part series. Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth speaks with David Walwyn, Associate Director, Trust Services, BMO Trust Company who shares the advantages of having a professional trustee administer a testamentary trust.
15 min
5
Implications of Federal Government Deficit for ...
Recently, the Federal government released an economic and fiscal snapshot providing the first estimate of Canada’s finances post the COVID-19 pandemic. In this episode, Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth and Doug Porter, Chief Economist, BMO Financial Group talk to Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth about the potential implications of the record deficit for Canadians.
20 min
6
COVID-19 Insights with Dr. John Whyte
This special podcast is an excerpt from a recent call featuring Dr. John Whyte, MD and Chief Medical Officer of WebMD.
28 min
7
Impact of COVID-19 on the Real Estate Market
Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, speaks with Robert Kavcic, Senior Economist, BMO Capital Markets to discuss how COVID-19 is impacting the real estate markets. 
18 min
8
Beware of Drawing Parallels Between Today and t...
On May 8, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth to discuss why we should beware of drawing parallels between today and the Great Depression.
11 min
9
Planification successorale pour les propriétair...
Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s’entretient avec Andrée Godbout (directrice, Planification successorale, Ottawa, BMO Planification de patrimoine et services conseils) qui présente des stratégies de simulation de crise pour les plans de succession.
9 min
10
Planification successorale pour les propriétair...
Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s’entretient avec Jason Ansel (vice-président et directeur régional, Services fiduciaires, Est du Canada, BMO Société de fiducie) qui explique l’importance de choisir un liquidateur expérimenté en ces temps difficiles.
17 min
11
Estate Planning for Business Owners During a Cr...
Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, speaks with Carol Willes, Director of Estate Planning, Ottawa, BMO Wealth Planning and Advisory Services, who shares strategies for stress testing estate plans during crises.
14 min
12
Estate Planning for Business Owners During a Cr...
Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, speaks with Jason Ansel, Vice-President and Regional Director, Trust Services, Eastern Canada, BMO Trust Company who shares the importance of choosing a skilled executor to safeguard challenging times.
13 min
13
Le point sur les marchés – Discussion avec Stép...
Le 23 avril, Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s’est entretenu avec Stéphane Rochon, directeur général et spécialiste en stratégie – Actions, BMO Gestion privée, au sujet de la forme que pourrait prendre la prochaine étape de la volatilité actuelle des marchés.
14 min
14
Business Planning Strategies During a Crisis – ...
On April 20, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with James Wong, Vice President Ultra-High Net Worth Planning, BMO Private Wealth to discuss key actions business owners should consider implementing as part of their pandemic planning.
11 min
15
Market Update – Brian Belski on Market Volatility
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Brian Belski, Chief Investment Strategist, BMO Capital Markets to discuss what the next chapter of this market volatility could look like.
12 min
16
Market Update – An Interview with Lesley Marks
On April 14, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Lesley Marks, Chief Investment Officer and Head of Investment Management, BMO Private Wealth to discuss portfolio construction during these challenging times.
10 min
17
Decoding Canada’s Fiscal Response to COVID-19
In response to the economic disruptions caused by COVID-19, the Canadian federal government introduced emergency tax and fiscal measures to support individuals and businesses as they navigate the crisis.
14 min
18
Foreign Exchange Commentary – An Interview with...
On April 2, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Adam Reichert, Managing Director, BMO Capital Markets Fixed Income, Currencies & Commodities to discuss how to best manage currency exposure including a range of factors from liquidity needs to historical patterns in CAD/USD exchange rates.
7 min
19
Commentaire sur les opérations de change – Entr...
Le 2 avril, Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s’est entretenu avec Adam Reichert, directeur général, Titres à revenu fixe, devises et produits de base, BMO Marchés des capitaux pour discuter des moyens les plus efficaces pour gérer le risque de change et d’autres sujets, notamment les besoins de liquidités et les tendances historiques du taux de change entre le dollar canadien et le dollar américain.
9 min
20
Commentaire sur les titres à revenu fixe – Ent...
Le 1er avril, Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée, s’est entretenu avec Richard Belley, spécialiste en stratégie – titres à revenu fixe et gestionnaire de portefeuille, Groupe de services de portefeuille BMO Nesbitt Burns, pour discuter des marchés obligataires, des taux d’intérêt, des banques centrales et des fonds de titres à revenu fixe négociés en Bourse.
16 min
21
Fixed Income Commentary – An Interview with Ri...
On April 1, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Richard Belley, Fixed Income Strategist and Portfolio Manager, BMO Nesbitt Burns Portfolio Services Group, to discuss the bond markets, interest rates, central banks and Fixed Income Exchange-traded Funds.
16 min
22
COVID-19 Economic Impact and Forecast – An Inte...
On March 23, Sylvain Brisebois, Senior Vice-President and National Sales Manager, BMO Private Wealth, spoke with Doug Porter, Chief Economist, BMO Financial Group, to discuss the parallels and differences between this, and previous crisis, and to discuss the economic impact, and updated forecasts.
12 min
23
Le point sur les marchés – Entretien avec Stéph...
Le lundi 23 mars, Sylvain Brisebois, premier vice-président et directeur national des ventes, BMO Gestion privée a discuté avec Stéphane Rochon, directeur général et spécialiste en stratégie – Actions, BMO Gestion privée, pour faire le point sur les marchés et les stratégies pour les investisseurs en cette période difficile.
11 min
24
Market Update – Brian Belski on COVID-19 Impact...
As market volatility runs wild, Sylvain Brisebois, Senior Vice President and National Sales Manager, BMO Private Wealth, speaks with Brian Belski, Chief Investment Strategist, BMO Capital Markets, to discuss the historic sell-off in equities, irrationality in the markets and the best strategies going forward for Canadian investors.
12 min
25
Economic Update - Election Outcome
In this episode, Neil Hershcovitch, Head, Ultra High Net Worth, BMO Private Wealth, sits down with Doug Porter, Chief Economist BMO Financial Group, and Leslie Marks, Chief Investment Strategist, BMO Private Wealth, to discuss some of the most asked about topics relating to the economy, following the outcome of this week’s election.
20 min
26
Uncomfortable Money Dilemmas
In this day and age, staying private about your wealth can be difficult. For people that are visibly more affluent than their friends, it can create discord for others to know you sold a successful business, belong to a wealthy family, or earn significantly more than others in the group.
14 min
27
Pets and Estate Planning
In today’s episode, Chris Buttigieg and Chris Markou from BMO Wealth Planning and Advisory Services discuss an often neglected area of estate planning – family pet care. Join them in conversation as they discuss the measures we can take to provide continued, long term care and support for our beloved family pets when we’re gone.
16 min
28
The Fed's Policy Pivot - April 2019
In today’s episode, BMO experts Michael Gregory, Lesley Marks and Stéphane Rochon discuss the recent Policy Pivot and its impact on asset classes. Discover the catalyst motivating the change as we delve deeper into the world of monetary and fiscal policymaking.
22 min
29
Federal Budget 2019 Review
Finance Minister, Bill Morneau, tabled the Liberal government’s 2019 federal budget in the House of Commons on March 19, 2019. Tune in to listen to our tax professionals as they provide an overview of the most significant income tax measures announced in this year’s budget.
10 min
30
Engaging Millennials
In today’s episode, Ruth Steverlynck and Deena Chochinov lay out strategies for planning with Millennials rather than for Millennials. As you’re about to discover, it’s an approach that’s likely to achieve far greater success.
20 min
31
Onboarding with Intent
Welcoming someone into the family and helping them gain comfort in their new environment is not as easy as it might seem. Families have long histories, complicated dynamics, different personalities…and plenty of unspoken rules. Tune in to hear Ruth Steverlynck and Peter Vaughan discuss the ins-and-outs of family onboarding, and how a formal approach can sometimes make the process more efficient and successful for everyone involved.
23 min
32
Storytelling: More Than Just Words
Ruth Steverlynck and Samantha Reynolds discuss how family storytelling can ease the stress of wealth transition. Ruth is a founder and principal of Your Family Enterprise Advisors Inc.; Samantha is founder and president of Echo Storytelling Agency.
36 min
33
Market Outlook for 2019
In this episode, a panel of BMO experts provide an update on the markets and what investors can expect for the year ahead.
29 min
34
Shared Values for Shared Success
Not all values within a family are shared by everyone – but those that are form the bedrock of the most effective, long-lasting decisions.
23 min
35
Meet The Family - Part 2
Part 2 of 2. Ruth Steverlynck and Paul Attia discuss how formal family meetings can optimize communication patterns – leading to more efficient and successful decision-making.
27 min
36
Meet The Family - Part 1
In Part 1 of the two-part series Ruth Steverlynck and Paul Attia discuss how formal family meetings can optimize communication patterns – leading to more efficient and successful decision-making.
25 min