Karen Chalovich Investment Group

Larry Zelvin, BMO’s Executive Vice President and Head of the Financial Crimes Unit, shares how high-net-worth families can protect themselves against ransomware attacks and other online threats. http://spr.ly/6008RgvpM

What does 2024 hold for the global economy? In a year that will be dominated by elections, the delayed impact of rate hikes will weigh heavier. However, most signs suggest that the global economy will grind out modest growth again in the coming year.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Global Outlook 2024: The Long Descent.” http://spr.ly/6001RRXE3

BMO has again been recognized by the Dow Jones Sustainability Index (DJSI), earning the highest possible score in Customer Relationship Management. This recognition is a testament to BMO’s dedication to deliver best-in-class customer experiences and why I’m . Learn more: spr.ly/61105RPi7J

Wishing you and your loved ones a wonderful holiday season.

Wishing you a Christmas that's merry and bright!

In his 2024 market outlook, Brian Belski, BMO Capital Markets’ Chief Investment Strategist, explains why the Canadian stock market will be the contrarian play, and highlights some of BMO’s sector recommendations for the year ahead.

Watch the video here: http://spr.ly/6002RTjDo

Wishing you and yours a very happy holiday!

This image is one of the winning designs from BMO’s 16th annual holiday card contest: “Penguin Family.” The holiday card contest is an opportunity to showcase the artistic talents of Team BMO’s children and what makes the season special to them.

Many high net-worth individuals and families are stepping up and donating more to meet the growing needs of charities, but giving a transformational gift involves more than cutting a large cheque.

Danielle Robinson, Director of Philanthropic Advisory Services at BMO Private Wealth, shares what you need to know about making a sizable donation. http://spr.ly/6001RHCVB

Brian Belski, BMO Capital Markets' Chief Investment Strategist, joined Fox Business Network to discuss his thoughts on market performance in 2023 and predictions for 2024.

Watch the full clip here:

Wall Street's bull market is entering its second year: Brian Belski | Fox Business Video BMO Capital Markets chief investment strategist Brian Belski discusses where the market is heading in 2024 after many experts predicted doom in 2023 on 'Making Money.'

A formalized savings plan that uses registered plans is one of the soundest ways to realize your retirement goals. Consider these five strategies to maximize the benefits of your RRSP, TFSA and RRIF and reach out to discuss your personalized plan. http://spr.ly/6003P9DXh

Have you started thinking about your holiday spending? BMO’s Real Financial Progress Index talks about how Canadians are viewing their finances ahead of a busy spending season. spr.ly/61106usXn8

As the end of the year approaches there are still opportunities to reduce your 2023 tax bill. Consider these seven year-end tax-savings strategies: http://spr.ly/6002u7TQu

Do you listen to music while you work? Consider these strategies on selecting the best music for productivity before you create your next playlist.

How Music Can Transform Your Productivity Levels | Entrepreneur Tune in and turn on your productivity with the right music.

While we are now more optimistic that inflation can be quelled without severe damage, we continue to believe that the Fed and others will err on the tight side.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Ding D**g, Inflation’s Dead?” http://spr.ly/6005u0LLv

Transition planning can be complex and emotional when the owner cares deeply about the business they have built, the people they employ, and the clients they serve, according to BMO’s recent report on the state of financial planning for women entrepreneurs.

Learn more from Amy Griman, Global President of BMO Family Office, and Kaitlin Skopec, Corporate Advisory Director at BMO, in Bizwomen.

You've successfully started a business. Now learn how to end it. - Bizwomen Transition planning can be complex and emotional when the owner cares deeply about the business. Here's what to keep in mind when thinking about your exit.

Need inspiration for your holiday baking? Check out these recipes for the season:

Let the holiday baking begin! We made you a list of 70 of our favourite recipes | CBC Life Start your ovens for these cookies, cakes and confections.

On the eleventh hour of the eleventh day of the eleventh month, join us in remembering those who made the ultimate sacrifice.

The past year has been complicated for the U.S. and Canadian economies. This time last year many were calling for at least a mild recession in North America in 2023. The good news is we’ve so far managed to avoid that scenario. Douglas Porter, BMO's Chief Economist, examines the factors that will continue to drive the economies for the next 12 months. http://spr.ly/6049uca7X

Newly proposed changes to the Alternative Minimum Tax (AMT) in Canada could dampen large gifts to charities starting in 2024.

John Waters, Vice President, Director of Tax Consulting Services, BMO Private Wealth and Phil Haines, Director, Tax Planning, BMO Private Wealth, discuss who might be affected and what steps charitable, high-income earners may want to consider to help minimize their tax bill. http://spr.ly/6002umvnC

Reach out to discuss your giving strategy.

This week may ultimately be seen as a watershed. A confluence of major events came together in recent days to apparently break the fever in long-term interest rates, the U.S. dollar, and perhaps even bearish sentiment among consumers and businesses.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “The Global Pause that Refreshes.” http://spr.ly/6004uWNCQ

Brian Belski, BMO Capital Markets' Chief Investment Strategist, joined BNN Bloomberg to discuss his perspective on several sectors, including Technology, which he believes stands in a strong place.

Watch the full clip here:

U.S. tech is one of the most stable earners today: BMO’s Brian Belski Brian Belski, chief investment strategist at BMO Capital Markets, joins BNN Bloomberg to discuss the ongoing earnings season and preview some major results due this week. He says Microsoft and Alphabet will be the key tech earnings to watch given their cash balances and their recent underperformance...

John Waters, Director of Tax Consulting Services at BMO Private Wealth, joined BNN Bloomberg to explain how tax changes will impact small businesses in the new year, including new restrictions on selling to family members.

Watch the full video here:

Impact of tax changes on sale of small businesses John Waters, director of tax consulting services at BMO Wealth Planning & Advisory Services, joins BNN Bloomberg to explain how a couple of tax changes will affect how and to whom owners sell their small businesses from the new year. One change will add restrictions to intergenerational transfers of...

BMO has ranked #1 in the J.D. Power 2023 Canada Retail Banking Satisfaction Study. Of the Big 5 banks, BMO was the only bank to improve its scores year over year, demonstrating its unwavering commitment to our customers’ real financial progress. http://spr.ly/6005uwKSt

Happy Halloween! Hope you have a safe and fun celebration with family and friends.