Nav Brar, CPA, CA, TEP, CDFA
Director, Tax Planning, BMO Wealth Management
Tel: (403) 296-2794
Nav advices high net worth business owners and families on specialized Tax & Estate solutions aimed at maximizing their wealth, as part of an integrated wealth planning team. Drawing on years of tax and estate planning experience, his client benefit from the depth of informed insight and the ability to distill complex concepts into actionable strategies. Specializing in Canadian corporations and entrepreneurs, Nav offers guidance on tax structuring, estate planning, business succession and tax-efficient wealth transfer, creating a tailored solution for a diverse group of clients.
Nav joined BMO Wealth Management in 2015 from an international professional services firm BDO Canada LLP, where he worked for 5 years in progressively senior roles, managing and executing detailed reviews of complex corporate, personal, and trust tax compliance and planning engagements.
Using a holistic approach, Nav collaborates with his colleagues in BMO Wealth Management to help clients clearly articulate their personal wealth goals. Together, we provide a multi-dimensional perspective that offers a valuable complement to our clients’ other professional counsel. Nav’s goal, as part of the Enterprise Wealth Planning team, is to empower clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth plans.