Beyond the Portfolio

BMO Wealth Management
  • 5.0 (2)
  • Investing
  • Updated Monthly

Beyond the Portfolio brings you conversations with BMO Wealth Management experts on the topics that matter most to individuals, families, and business owners. Through timely discussions on investing, market trends, wealth planning, business succession, philanthropy, and more, each episode offers practical insights to help you make confident decisions and achieve your long-term goals. Subscribe for perspectives and insights that help you make informed wealth management decisions with clarity and confidence.

  1. Aug 25

    Going Beyond the Market Headlines

    Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Dan Phillips, Chief Investment Officer at BMO Wealth Management to discuss how current events are impacting market realities. We continue to see a relatively resilient economy and strong corporate earnings, while at the same time, investors are navigating higher rates, persistent inflation concerns, significant geopolitical uncertainty and, increasingly, the approaching midterm elections. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

  2. Jul 28

    Before You Go: Essential Legal Documents for International Travel

    On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Amy Takeuchi Wanlass, Senior Wealth Strategist from BMO Family Office, to walk through a topic that’s easy to put off. No one wants to think about what happens if a trip goes wrong. But whether you’re heading out on vacation, sending a kid abroad for a semester, or splitting time between two homes, there’s a short list of things worth locking down before you go, not after. More than just a passport is required. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

  3. Jul 10

    Economic Outlook: Growth, Jobs, and Inflation

    Where are we headed on growth, what happens to the job market in an age of automation, and to what extent inflation really behind us? On this episode of Beyond the Portfolio, host Henray Cohen, US Head of Investments at BMO Wealth Management, is joined by Doug Porter, Chief Economist at BMO, to have a conversation that steps back from the markets to focus on the bigger picture of the current economy. The discussion covers the state of the US economy, the future of the jobs market, and the outlook for inflation. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

  4. Jun 24

    Launching Your Graduate

    On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Jay Gleason, Head of BMO's Family Wealth Strategies, to discuss what is for many families that common yet deeply significant transition of a child's life: going off to college. Leaving home can be both exciting and terrifying for child and parent alike, so to help parents with what lies ahead from a planning and financial perspective, we are here to discuss resources to be used, as well as documents to get in order for your graduate leaving the nest.This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

  5. Jun 3

    AI — What Matters for Investors

    Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Dan Phillips, Chief Investment Officer at BMO Wealth Management to discuss one of the most important—and most talked about—themes in markets right now: Artificial Intelligence. They discuss were we are in the cycle, where the investment opportunity really sits, and what risks investors should be thinking about. Also, please look for an upcoming piece on AI at BMO Wealth that takes a step back from the headlines and looks at what this actually means for the economy and for investors. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

  6. May 13

    Understanding The Market's Momentum

    Host Henray Cohen, Head of Investments, BMO Wealth Management U.S., sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, to examine the sustainability of the current market rally and the key drivers behind recent momentum. The discussion addresses investor concerns about market resilience amid uncertainty and identifies opportunities across sectors and asset classes. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

  7. May 1

    AI’s Impact on Individuals and Their Financial Lives

    On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Bill Kavanaugh, a Regional Director of Planning at BMO Private Bank, to discuss how artificial intelligence is beginning to shape wealth management broadly—-and what you as clients may start to see and experience as advisors thoughtfully incorporate this technology into their work. Bill works closely with clients and advisors on complex planning decisions and has spent a lot of time thinking about how AI can be used responsibly to improve client outcomes. This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.

  8. Apr 2

    Middle East Conflict: Economic and Market Ripple Effects 

    As part of a continuing effort to help clients navigate geopolitical risks, BMO hosted a digital event on April 1st to explore the short, medium, and long-term implications for North American economies, and how the conflict is altering risk dynamics across asset classes.

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About

Beyond the Portfolio brings you conversations with BMO Wealth Management experts on the topics that matter most to individuals, families, and business owners. Through timely discussions on investing, market trends, wealth planning, business succession, philanthropy, and more, each episode offers practical insights to help you make confident decisions and achieve your long-term goals. Subscribe for perspectives and insights that help you make informed wealth management decisions with clarity and confidence.

Information

  • Creator
    BMO Wealth Management
  • Years Active
    2025 - 2026
  • Episodes
    28
  • Rating
    Clean
  • Copyright
    © Copyright BMO
  • Show Website
    Beyond the Portfolio

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