A Personalized Tax Strategy for Your Future

Tax planning is an essential part of your overall wealth strategy. It’s about creating tax-efficient solutions that work throughout your high-earning years, into retirement, and when transferring wealth to future generations.

As a Private Wealth client, you’ll have access to specialized planning consultants who work alongside your BMO Private Wealth professional to integrate tax mitigation strategies into your comprehensive wealth plan.

Our team of tax experts, in collaboration with trust and estate professionals and business advisory specialists, can guide you on strategies involving trusts, estate planning, insurance, and business tax planning—helping you preserve and transition wealth effectively.

 

Our Tax Strategies Include:

  • Coordinating tax planning across Canada and the U.S. Income splitting with family members in lower tax brackets
  • Donating publicly traded securities for tax benefits Including charitable bequests in your
  • Will Establishing trusts for control and asset protection
  • Reducing estate tax through effective wealth transfer strategies
  • Leveraging life insurance for tax-efficient planning
  • Maximizing after-tax proceeds from the sale of your business

 

Start the conversation today. Our tax experts are ready to help you preserve your wealth and create a plan that works for your family.

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