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稅務規劃

Navigate tax complexities and safeguard your financial future with strategies crafted to your unique circumstances. Our tax planning experts can help you optimize your tax position for lasting prosperity.

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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.

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Commonly asked questions

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