1. Bank of Montreal (BMO) remains a top Canadian bank pick with 42% returns since 2023, driven by strong risk-reward dynamics and strategic growth; 2. National Bank of Canada gains prominence as a core holding due to disciplined expansion, capital strength, and revenue growth post-CWB acquisition; 3. Royal Bank and CIBC are potential future investments, while TD and Scotiabank face strategic and regulatory challenges limiting near-term growth.
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