Nikki Mahy, CFP

10/07/2026

Many parents are choosing to help their children financially while they’re still alive rather than waiting to pass on wealth through an estate. But an early inheritance involves more than writing a cheque. Retirement security, family dynamics, documentation and tax considerations all deserve careful thought before making a significant gift or loan. BMO Private Wealth’s Lydia Potocnik, Vice-President and Regional Director, Estate and Trust Services (GTA Region) and Andy Guidi, Director, Tax Planning, share some of the key considerations for families thinking of passing on wealth sooner rather than later. http://spr.ly/6001BGS8Rf

10/07/2026

I’m proud to share BMO’s partnership with MoneyPrep to help bring financial literacy education to classrooms across Canada.

Through this partnership, elementary teachers across the country now have access to MoneyPrep's full suite of curriculum-aligned financial literacy resources, including interactive lessons, games, and classroom activities.

As financial life skills become increasingly important in education, BMO is committed to helping empower educators with engaging tools that make learning about money practical, meaningful, and fun.

Together, BMO and MoneyPrep are investing in the next generation and helping build a strong foundation for lifelong financial well-being. Learn more: MoneyPrep.com

09/17/2026

Higher oil prices equal higher interest rates, all else equal. That old adage has truly come back with a bite in recent weeks.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Not in Kansas or a Low-rate World Anymore.” http://spr.ly/6005BGMLFV

09/04/2026

09/02/2026

Trade talks dominated the narrative in August, curious then that the Canadian stock market was a global top performer and the Loonie fared well for the month.

Brent Joyce, BMO Private Wealth’s Chief Investment Strategist, discusses this and more in the latest BMO Nesbitt Burns Global Markets Commentary, “Sensational and Sensationalism.”

Click here to check out the full report and video: http://spr.ly/6003B1Ci37

08/26/2026

On Wednesday, August 26, the BMO digital event, Global Trade Outlook: The Canada-U.S. Tariffs Challenge will feature Steve Verheul, Former Chief Trade Negotiator for Canada and Principal with GT, and BMO's Michael Gregory and Francois Trahan to discuss the breakdown in Canada-U.S. trade discussions, the economic and investment implications of newly imposed tariffs, and how companies and investors can navigate uncertainty in the trade environment.

Register now for the event moderated by BMO's Nadim Hirji: http://spr.ly/6006B1sRhg

08/21/2026

There’s something about this time of year that hits a little differently when you’re a parent. As so many of my clients are preparing to send their kids back to post-secondary, I find myself in that same boat this year. My youngest is heading back to Walsh University in Ohio to start his sophomore year. 🎓🏫

After having him home for the summer, it’s hard to believe how quickly the time has gone. We’ve packed in lots of family time, including camping trips with his older sister, visits to some of our favourite places, and adventures to a few new ones. 🏕️❤️

Now, as the house gets a little quieter, I’m reminded just how quickly these seasons of life pass. As a parent, you’re so busy making memories that sometimes you don’t realize how special those everyday moments really are.

To all the parents sending their kids back to school, whether it’s their first year or they’re heading into their sophomore, junior or senior year—I’m right there with you. ❤️

Here’s to new adventures, growing independence, and learning to embrace the quiet house… even if we’re not quite ready for it yet. 🥹🎓

08/19/2026

For all the talk of market bubbles, AI spending, tariffs, and geopolitical uncertainty, one thing continues to defy expectations: corporate earnings.

In this edition of Weekly Strategy Perspectives, Carol Schleif examines a remarkably strong earnings season, where growth has extended far beyond the technology sector. From AI infrastructure spending and capital investment to M&A activity and resilient consumer demand, the discussion highlights the fundamental trends supporting markets even as investors remain cautious.

Learn more: http://spr.ly/6009B1rXWF

08/12/2026

Back-to-school season is here – but so are scams targeting students. For the students in your life, review BMO’s article for tips to help spot five common scams targeting students: spr.ly/61103BEatKX

07/29/2026

We review recent U.S. moves on the Section 338 and 301 tariff fronts.

Michael Gregory, Deputy Chief Economist, BMO Capital Markets, and Shelly Kaushik, Senior Economist, BMO Capital Markets, provide their observations and more in this week’s edition of BMO Capital Markets' Feature Focus report, "Are Canadian Financial Strains Easing?"
http://spr.ly/6004BEdqpm