We provide advice and work alongside Families with significant wealth need strategies that build a strong future for their next generations. Today, many young people don’t start really earning until their late 20s. Inheritances can help to compensate for the high cost of education and lack of economic opportunity. We work to introduce young people to the wealth management conversation as early as possible.
We will assist your sons and daughters to:
Open a Tax-Free Savings Account
Work with a dedicated BMO mortgage specialist to buy their first home – a professional with decades of experience who knows credit planning inside and out
Your Wealth Plan can include sophisticated strategies such as an estate freeze to transfer your wealth to your heirs very tax-effectively.
We will ensure your Wills and Power of Attorney’s are updated and if needed, Family Trusts are in place to secure the course of your wealth in complex family situations.
To minimize taxes, we will work with your accountant to structure your holdings tax-efficiency.