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In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital. A comprehensive review using our sophisticated planning software, can give you a clear picture of your current situation and the options available for reaching your retirement goals.
Estate Planning can help maximize and preserve assets from unnecessary legal and tax costs, enhance provisions for your family and future generations, and ensure that your assets will be distributed according to your wishes. It can also play a crucial role in ensuring that you have greater control of your assets during your lifetime. I work closely with a Financial Security Advisor from BMO Estate Insurance Advisory Services*, who can review your present situation, establish your objectives and concerns, identify potential problems or risks, examine and calculate tax consequences, develop and implement strategies, co-ordinate with other professionals such as lawyers and accountants, and monitor and update your plan as needed.
*Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.