Tax Planning for Business Owners - The Capital Gains Deduction

For 2023, business owners can use the Capital Gains Deduction to shelter up to $971,190 of capital gains on the sale of shares of a qualifying small business corporation....

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Why Trusts Are an Essential Tool for Wealthy Families

One way for high net-worth (HNW) and ultra-high-net-worth (UHNW) families to carve out an equal helping of the estate planning pie – and to reduce tension among family members – is with trusts....

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International Women’s Day 2023 - BMO Private Wealth calls on us all to define and #EmbraceEquity

This year’s theme for International Women's Day (IWD) is #EmbraceEquity with a focus on starting conversations around why equal opportunities alone do not suffice. Although the terms equality and equity are often used interchangeably, there is a key...

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The Health and Wealth Connection

It makes sense then that good health can improve your work performance, which may lead to advancement opportunities and higher lifetime earnings....

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New Tax Reporting Requirements for Trusts

Trusts are powerful instruments in tax and estate planning. Broadly speaking, a trust is a relationship between a settlor and a trustee in which the trustee holds property transferred by the settlor for the benefit of beneficiaries specified by......

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Make better investment choices by understanding and reducing bias.

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Appointing an Executor

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Do you have a succession plan for your business?

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Love and Marriage and… Contracts

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