Mark Berry

[Mark Berry @MarkBerryCFP]

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: https://t.co/EIYBqALfM6

[Mark Berry @MarkBerryCFP]

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.

Learn more: https://t.co/HePelZ5rOl

[Mark Berry @MarkBerryCFP]

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: https://t.co/8OQ0GGIH2r

[Mark Berry @MarkBerryCFP]

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. Learn more: https://t.co/BZKqqsplxr

[Mark Berry @MarkBerryCFP]

When a child needs lifelong support, families will do anything to secure their future. From RDSPs to Henson Trusts, BMO Private Wealth’s Carol Willes outlines how families can build a plan that truly lasts a lifetime. Learn more: https://t.co/B9EQwiJK2D

[Mark Berry @MarkBerryCFP]

A smart tax plan structures your entire financial strategy to optimize every dollar you earn. From income splitting to strategic portfolio allocation, the right moves can minimize your tax burden and maximize your long-term wealth. Learn more: https://t.co/KcgSKoIlva

[Mark Berry @MarkBerryCFP]

BMO Private Wealth’s Dante Rossi, Director, Tax Planning, and Phil Haines, Director, Tax Planning, share their analysis of the 2025 Canadian Federal Budget: https://t.co/TWLJhrwoIW

[Mark Berry @MarkBerryCFP]

Even after the record U.S. government shutdown finally ended, markets were undercut by a variety of concerns.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “Moby Debt.” https://t.co/oxL0t3SNJb

[Mark Berry @MarkBerryCFP]

Looking for ways to boost your financial IQ? These five must-read books will elevate your money mindset and sharpen your productivity, from understanding venture capital to developing better work habits. Learn more: https://t.co/hoGIWF88ZF

[Mark Berry @MarkBerryCFP]

Stocks have been repeatedly hitting new highs, leaving investors looking over their shoulders for the bubble-bursting bogey man to appear. Carol Schleif, BMO Private Wealth’s Chief Market Strategist, discusses this in this week's edition, "Bear Hunting." https://t.co/DcZzfTuBgz

[Mark Berry @MarkBerryCFP]

While most of the attention was on Alaska and Washington this week, the trade story just won’t let go.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “The Ides of August.” https://t.co/r3wTJL51Ue

[Mark Berry @MarkBerryCFP]

Are you putting off having important discussions with your family about wealth planning because it could get too emotional? This article explores common challenges families encounter while navigating wealth transfer conversations. Learn more: https://t.co/UDGlSpCQmh

[Mark Berry @MarkBerryCFP]

Our BMO Nesbitt Burns Portfolio Advisory Team experts share their insights on recent events and their impact on equity and fixed income markets in the July edition of Investment Strategy. https://t.co/V2x4AgDQzO

[Mark Berry @MarkBerryCFP]

According to BMO's latest Real Financial Progress Index, Canadians have not cooled their summer travel plans. In fact, 62% say they plan to spend the same or more on vacations and travel this summer compared to 2024.

Check out the report here: https://t.co/Ptyd6lpSqc

[Mark Berry @MarkBerryCFP]

For the 15th straight year, BMO Private Wealth has been awarded Best Private Bank in Canada by World Finance Magazine. We are proud to work with such great professionals that add tremendous value to our clients. Call us to learn more about our integrated wealth strategy.

[Mark Berry @MarkBerryCFP]

Make sure the next generation isn’t the last generation for the family fortune. Shelley Forsythe, Director of Family Enterprise Planning, and Rebecca Clark, Director of Wealth Planning, discuss ways that parents and kids can step up now. Read article: https://t.co/SeFuiGMshH

[Mark Berry @MarkBerryCFP]

The sustained jitters in the Treasury market may well be a more important and lasting development than a renewed flare-up in trade tensions. Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, https://t.co/9YeuukPNxj

[Mark Berry @MarkBerryCFP]

Successful teams don’t just happen — they’re built. From defining player roles to handling star athletes, NHL coach Craig Berube breaks down what it takes to build a winning culture. https://t.co/Exzk6hmL0w

[Mark Berry @MarkBerryCFP]

Preparing for an inheritance may mean becoming a responsible beneficiary, trustee, or steward of family wealth. A family blueprint can formalize your understanding of your role. Learn more: https://t.co/wPYvZXebKj

[Mark Berry @MarkBerryCFP]

The overriding sense in financial markets is a return to some kind of calm after the high drama in the first two weeks in April.

Douglas Porter, BMO’s Chief Economist, discusses this and more in his weekly Talking Points commentary, “The New Abnormal.” https://t.co/u8FMosaLNf