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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.

聯絡專業人員

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 美國
  • 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

我們 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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財富規劃與策略
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常見問題

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