Tax planning



Managing your wealth means having the right tax strategy
This means having advantageous, tax-efficient financial strategies – throughout your high income earning years, during retirement, and when your assets are transferred to your loved ones.

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 B M O 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

Preserving wealth for future generations

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.

Our tax experts, together with our trust and estate services professionals and business advisory experts, can advise you on trusts, estate planning, insurance and business tax strategies that can help preserve the assets your beneficiaries will inherit.