Josh King - Investment Advisor at BMO Private Wealth

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Josh King - Investment Advisor at BMO Private Wealth https://www.bmo.com/privatebanking/pdf/pwsocialdisclaimer.pdf Chartered Accountant | Investment Management | Financial Planning | Retirement & Tax Planning

Strategic insights for discerning investors. This week’s BMO Capital Markets' Focus report, “Canada’s Fiscal Fitness” is...
10/23/2026

Strategic insights for discerning investors. This week’s BMO Capital Markets' Focus report, “Canada’s Fiscal Fitness” is now available and provides a curated perspective on market-moving trends.
http://spr.ly/6007BHbcgX

Is the AI investment story a passing craze, or are we still in the early stages of something built to last?In this editi...
10/23/2026

Is the AI investment story a passing craze, or are we still in the early stages of something built to last?

In this edition of Weekly Strategy Perspectives, Carol Schleif, reassesses the AI trade as market volatility puts data centre spending, infrastructure demand and long-term returns under greater scrutiny.

Learn more: http://spr.ly/6007BHw0FV

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

Strategic insights for discerning investors. This week’s BMO Capital Markets' Focus report, “Midterm Test” is now availa...
10/16/2026

Strategic insights for discerning investors. This week’s BMO Capital Markets' Focus report, “Midterm Test” is now available and provides a curated perspective on market-moving trends.
http://spr.ly/6008BHMU9a

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

What if today's trade tensions, supply chain shifts, and geopolitical uncertainty are not signs of a world coming apart,...
10/16/2026

What if today's trade tensions, supply chain shifts, and geopolitical uncertainty are not signs of a world coming apart, but a world being rearranged?

In this edition of Weekly Strategy Perspectives, Carol Schleif explores how global trade, sovereign debt, tariffs, cybersecurity, and shifting alliances are reshaping the economic landscape. Learn more: http://spr.ly/6007BHzbtH

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

Strategic insights for discerning investors. This week’s BMO Capital Markets' Focus report, “Canada’s Great Housing Houd...
10/09/2026

Strategic insights for discerning investors. This week’s BMO Capital Markets' Focus report, “Canada’s Great Housing Houdini Act” is now available and provides a curated perspective on market-moving trends.
http://spr.ly/6007BG7yKt

AI. Inflation. Higher interest rates. Trade tensions. Geopolitical conflict. If you've felt there's no shortage of reaso...
10/09/2026

AI. Inflation. Higher interest rates. Trade tensions. Geopolitical conflict. If you've felt there's no shortage of reasons for markets to struggle this year, you're not alone.

In this edition of Weekly Strategy Perspectives, Carol Schleif looks ahead to Q3 earnings season and examines why stock markets continue to hover near record highs despite a growing list of investor concerns.

Our views on investment strategy, given the events of the past week and their impact on equity and fixed income markets.

10/05/2026

The third quarter saw several prevailing narratives—both positive and negative—move further and faster than expected. Such shifts typically provoke a broad market reaction.

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/6005BGLgBT

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