At BMO Private Wealth, we understand your tax concerns and the rules that are constantly changing.

Working closely with our in-house tax professionals and your own accountant or tax lawyer we will build a tax mitigation plan integrated into your overall wealth plan.

Our tax strategies include, but are not limited to:

  • Ensuring a coordinated approach in Canada and the U.S.
  • Income splitting with lower income family members
  • Donating publicly traded securities
  • Making charitable bequests in your Will
  • Trusts for control and asset protection
  • Facilitating an effective wealth transfer while reducing estate tax
  • Strategic use of life insurance products
  • Optimizing the after-tax proceeds from the sale of your business