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

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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

10/20/2026

Cybercriminals aren’t just targeting institutions. They’re targeting people, relationships and trust. From deepfakes to account takeovers, Larry Zelvin, Head, BMO Security Advisory, highlights five of the biggest cybersecurity risks facing investors today and the simple steps you can take to protect yourself and your family. Learn more: http://spr.ly/6002BHRCoM

10/16/2026

The most effective charitable gifts often begin with a plan.

For individuals and families looking to make a meaningful impact, donor-advised funds can help simplify charitable giving while offering potential tax advantages and opportunities to build a lasting philanthropic legacy.

Watch our video with Karen Sparks, Director of Philanthropic Advisory Services at BMO Private Wealth, to learn three important considerations to keep in mind as year-end approaches, and explore the full article for additional insights: http://spr.ly/6009BH1f3h

10/13/2026

The 2026 Federal Budget may arrive with fewer surprises than usual, with many of Ottawa's biggest economic measures already announced, from the Productivity Mega Deduction to affordability initiatives. But the budget will still offer important clues for investors and business owners. Doug Porter, Chief Economist at BMO Financial Group and Dante Rossi, Director of Tax Planning at BMO Private Wealth examine some of the key themes to watch. Learn more: http://spr.ly/6009BH1z79

09/29/2026

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

09/01/2026

A family vacation property often holds more than financial value. If you're planning to pass it on to the next generation, thoughtful planning today can help preserve both ownership and cherished memories for years to come. Learn more: http://spr.ly/6006B17T1Q

08/25/2026

From selling a novelty product on the streets of Toronto to building the company behind PAW Patrol, Ronnen Harary's career offers a masterclass for young entrepreneurs. Here are his lessons on taking risks, learning from failure and asking for help.

08/19/2026

Today, Stephen Smith is one of Canada's most accomplished entrepreneurs, but success did not come without challenges.

When an early setback threatened to derail his ambitions, Smith instead saw it as a lesson in risk, resilience and leadership. The experience helped shape the growth of one of Canada's largest non-bank lenders and deepened his commitment to public service and strong institutions. In this conversation with BMO Wealth Management Vice Chair Scott Brison, Smith reflects on entrepreneurship, failure and the importance of giving back. http://spr.ly/6001B15kSW

07/09/2026

Success creates opportunity and a greater responsibility to protect what matters most. As cyber threats become more sophisticated, protecting your wealth means protecting the people you care about.

Larry Zelvin, Executive Vice President and Head of the Financial Crimes Unit at BMO, discusses why protecting your wealth also means protecting your inner circle: http://spr.ly/6006BEH1lI

07/08/2026

Amid geopolitical uncertainty, evolving trade dynamics, inflation pressures and rapid technological change, investors continue to navigate a complex market environment.

At our recent market and economic conference in Montreal, BMO Private Wealth's Richard Belley and BMO Capital Markets' François Trahan explored the key forces shaping the year ahead—from lower interest rates and AI investment opportunities to ongoing inflation and labour shortages.

Explore their outlook and what it could mean for investors in 2026: http://spr.ly/6006BEE602

07/07/2026

Being financially prepared for retirement is one thing, being emotionally ready for that change in your life is another. Sandrine Nono-Kamga, Wealth Planning Advisor at BMO Private Wealth discusses some of the questions you may want to consider before you retire. http://spr.ly/6001BEDe6L

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