Andrew Avery, Investment Advisor , BA-Econ CIM CFP FCSI

Andrew Avery, Investment Advisor , BA-Econ CIM CFP FCSI have been servicing clients in the investment industry for 20 years,https://www.bmo.com/privatebanking/pdf/pwsocialdisclaimer.pdf

06/09/2026

Exit planning isn’t an event, it’s a process. John Paniccia, Vice-President and National Director of Business Advisory & Succession Planning at BMO Private Wealth discusses how taking steps to build value over time, rather than waiting until an exit is on the horizon, can put you in a stronger position to achieve higher valuations and secure an outcome that protects your legacy.

Learn more: http://spr.ly/6006B8FgQj

05/27/2026

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/6002B8n0ar

05/22/2026

Sustaining peak performance is often more challenging than achieving it, especially for high-net-worth individuals navigating complex demands. At a recent event run by BMO Private Wealth, Dr. Robyne Hanley-Dafoe outlined five practical pillars of resilience. Learn more: http://spr.ly/6001B8DLwv

Being named an executor is often seen as an honour, but many people underestimate how complex, time consuming, and perso...
05/19/2026

Being named an executor is often seen as an honour, but many people underestimate how complex, time consuming, and personally risky the role has become.

Kirk O’Brien, Director, Wealth & Tax Planning with BMO Wealth Planning and Tony Yu, Vice-President & Regional Director, Trust, Western Canada at BMO Private Wealth take a closer look at what executors are really signing up for — and the personal liability they may face if something goes wrong.

Learn more: http://spr.ly/6000BBA3Q2

05/11/2026

Study after study shows that women tend to be cautious, long term investors. But when it comes to estate and transition planning, many are quietly taking on unnecessary risk.

Elizabeth Bozek, Director of Estate Planning at BMO Private Wealth, looks at why only about a third of women business owners have a detailed transition plan in place and what steps they can take now to avoid far bigger problems later. Learn more: http://spr.ly/6002BBsBPa

Your degree opened doors, now it’s time to build the financial confidence to walk through them.From managing student deb...
04/28/2026

Your degree opened doors, now it’s time to build the financial confidence to walk through them.

From managing student debt to building credit and starting your savings journey, the financial habits you form now can shape your confidence and opportunities for years to come.

Read the full checklist to help you start strong: http://spr.ly/6000BBM4Mr

03/26/2026

It might seem fine to let someone else handle the family finances, especially when you already share so many other responsibilities at home. But when life takes an unexpected turn, many women end up managing money on their own — often for the first time. Carol Willes, Estate Planner at BMO Private Wealth, and Deborah Desforges, Director of Wealth Planning at BMO Private Wealth discuss why it's important to build your financial confidence long before a crisis forces it. Learn more: http://spr.ly/6005B6dV7d

03/19/2026

When you’re grieving, even simple decisions feel impossible. Regrettably, major financial responsibilities can’t always wait. Sue Noorloos and Fadia Abou-Nassif, both Directors of Estate Planning at BMO Private Wealth, break down what decisions need to be made right away, what can wait and how to protect your family’s future when you’re navigating loss. Learn more: http://spr.ly/6002B6pMhe

03/11/2026

How and when should you involve your family’s younger generations in wealth and legacy planning? Shelley Forsythe, Director of Family Enterprise Planning for BMO Family Office, discusses some best practices and shares tips on how to get started. Learn more: http://spr.ly/6001B6yDnW

02/25/2026

As fraudsters adopt ever-more-sophisticated tools and tactics to target Canadians, cybersecurity experts warn that it’s only a matter of time before you or your family becomes a target. Here are 12 tips will help you protect your household from cyberfraud. Learn more: http://spr.ly/6003hoxbf

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