Philanthropy

How 2008 changed wealthy investors

Market Insights

How 2008 changed wealthy investors

High-net-worth investors have changed priorities after the financial meltdown

By Sheila Avari |July 9, 2012

3 min read

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Estate Planning

Guided giving

If your clients are charitably inclined, help them explore local community foundations for a wealth of opportunities

By Anne Brayley |February 1, 2012

5 min read

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Industry

Reminder: Year-end investing and tax deadlines

The new year is approaching and with it, several key deadlines for tax deductions. December 31—which falls on a Saturday this year, so plan accordingly—marks the last day to contribute to certain registered plans and take advantage of certain tax credits.

By Staff |December 28, 2011

2 min read

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Industry

’Tis the season for charity scams

As the holiday season rolls around, many Canadians get in touch with their generous side. It is also the time when charities hope to tap into the season’s giving spirit and boost their coffers before the end of the year. A recent BMO Harris Private Banking survey showed almost 70% participants plan on donating a […]

By Vikram Barhat |December 22, 2011

3 min read