Elevate your financial potential with strategies right for you
Capitalize on opportunities, reduce tax impact and achieve your financial objectives—throughout your high-income years, retirement and when your assets are transferred to your loved ones.
- Comprehensive
A holistic approach that addresses your unique tax challenges and goals.
- 經驗豐富的投資人
Seasoned professionals who understand intricate tax complexities.
- Strategic
Strategies designed to optimize your financial standing and minimize tax impact.
Safeguard your assets and amplify your financial standing
Our seasoned in-house tax professionals can integrate their tax knowledge and insights with your overall wealth plan to ensure a harmonious approach to preserving your wealth.
We can help you with a wide range of 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
- 將慈善捐贈列於您的遺囑中
- 捐贈公開交易的證券
- 成立專業公司
- Strategic use of life insurance products
- Optimizing the after-tax process from the sale of your business
Benefits of effective tax planning
整合至您的財富計劃中
Our BMO Private Wealth experienced in-house tax professionals can integrate their tax knowledge with your overall wealth plan. 他們與您目前的顧問共同合作,為您提供助您在退休後可有效增長與管理資產的各項策略。
為子孫後代保有財富
我們的稅務專家,再加上我們的信託及遺產服務專業人員與企業諮詢專家,可針對信託、遺產規劃、保險及企業稅務策略等提供建議,有助您保有子孫將繼承的資產。
開始對話
Answer a few questions about your wealth planning needs, and one of our BMO Private Wealth professionals will reach out.