Your Tax Planning

Helping you preserve your wealth

Through BMO Private Wealth, we have experienced in-house tax professionals who can integrate their tax knowledge with your overall wealth plan. We can discuss various tax-efficient strategies, such as: Through BMO Private Wealth, we have experienced in-house tax professionals who can integrate their tax knowledge with your overall wealth plan. We can discuss various tax-efficient strategies, such as:

• Ensuring a coordinated tax approach in Canada and the U.S.
• Establishing a trust in your Will to split investment income with low income beneficiaries
• Making charitable bequests in your Will
• Donating publicly traded securities
• Setting up a professional corporation

Integration into your wealth plan

BMO Private Wealth experienced in-house tax professionals can integrate their tax knowledge with your overall wealth plan. Working together with your existing advisors, they can provide strategies to help you effectively grow and manage your assets in retirement.