Tel: 416-359-6650


BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

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Tax Planning

Knowing how the basic tax rules affect your investments is essential in order to maximize your after tax returns.  Different types of investment income "How Investment Income is Taxed" and capital "Tax Planning for Small Business Owners - The Capital Gains Deduction" are taxed differently. 

We can help you strategize which type of income would be best earned in which accounts you own.  We will work proactively with your accountant to ensure that our tax strategies align .