Tel: 403-678-9693

Address

BMO Nesbitt Burns
1080 Railway Ave.
Suite 208
Canmore, AB
T1W 1P4
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Contact Us

Estate & Tax Planning

We want to ensure your financial plan is efficient, and your tax liability is minimized. An estate plan is a key component of your overall wealth management strategy. With planning, you can maximize the value of your estate, minimize taxes, have control over how your estate is distributed and help avoid conflict among your beneficaries. We can along with our partners help identify estate planning opportunities and issues, advise you on strategies that suit your circumstances and oversee the successful implementation of your personal estate plan.
 

Estate Organizer

Executor's Task List

Appointing a Corporate Executor

Digital Assets and your Estate Plan

 

Our Partners:


Sarah King, BComm (Fin), PFP - Estate & Insurance Advisor

Shawna Albornoz, MTI, TEP, EPC - Vice President, Trust Services

Grant Brooks, CFP, CLU - Director, Wealth Planning at BMO Wealth Management

Lisa Kayaga, LL.B, LL.M, TEP - Director, Estate Planning at BMO Wealth Management