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From life changes to market changes, different seasons lead to different needs. Your investment strategies should be flexible enough to adapt. We take the time to understand what makes the most sense for you now and we adjust your portfolio over time to help you stay on track toward your goals.

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Insights for you

Mid-week Market Update 01-08-2025
Recorded: Wednesday, January 8, 2025
YUNG-YU MA, PH.D.
The Fed signals "a new phase"
The Federal Reserve reduced the short-term interest rate by one-quarter percent on December 18th, b…
YUNG-YU MA, PH.D.
2025 Outlook – The name of the game
Financial markets are always subject to crosscurrents. In both 2023 and 2024, despite high interest…
YUNG-YU MA, PH.D.
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The people behind the insights

brett-sanchez
Brett Sanchez
Managing Director and Head of Private Credit
BMO Wealth Management
Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wea…
Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management   Brett leads the PE Cre…
Brett Sanchez is a Managing Director and Head of Private Credit at BMO Wealth Management   Brett leads the PE Credit team which focuses on providing liquidity solu…
brad-herman-cfp-aep-chfc
Brad Herman, CFP®, AEP®, ChFC®
Regional Director, Wealth Planning
BMO Private Bank
Brad is a Regional Director of Wealth Planning, responsible for leading a …
Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while provid…
Brad is a Regional Director of Wealth Planning, responsible for leading a team of Wealth Planning professionals while providing leadership and strategic direction to the weal…
Jon Finney
Jon Finney
Director, Traditional Research
BMO Family Office
Jon Finney is the Director of Traditional Research at BMO Family Office. …
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than …
Jon Finney is the Director of Traditional Research at BMO Family Office. Jon joined the firm in 2008 and has more than 15 years of experience in the financial services i…
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