Tel: 514-286-7212
Toll Free: 1800-361-7115
Fax: 514-282-8199


BMO Nesbitt Burns
1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8

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Tax Planning

An efficient wealth plan

From growing your assets, to managing them in retirement, taxes can have a meaningful effect on your financial picture. Through my tax planning services, I will work closely with you and your chosen tax professional to incorporate tax planning into your overall wealth plan.

Together we can explore investment options to minimize taxable investment income and take maximum advantage of tax-deferred savings. I can also advise you on trusts and other estate planning strategies to maximize the assets your beneficiaries will inherit.