BMO Nesbitt Burns
1501, avenue McGill College
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.