Skip Navigation
Mobile Navigation Menu Button

Select Region/Language

Navigation Skipped

You have selected a change in location


It is important that you be aware of the following before accessing the linked website:


  1. The terms and conditions of the site, which can be found at the bottom of the site, may differ from
    the terms and conditions of the site you are currently on;
  2. Different laws and regulations may apply in the jurisdiction governing the site;
  3. The information on the site is not an offer or solicitation to anyone in any jurisdiction in which such
    an offer or solicitation is not lawful; and
  4. Certain products and services described on the site may not be available to residents of certain
    countries or other jurisdictions where they may not be legally offered for sale and/or may not be
    suitable or appropriate for all types of investors.


If you acknowledge that you have read, understood, and accept the above and wish to proceed, click OK.



OK Cancel


An efficient wealth plan.

From growing your assets, to managing them in retirement, taxes can have a meaningful effect on your financial picture. Through our tax planning services, your wealth advisor 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. We can also advise you on trusts and other estate planning strategies to maximize the assets your beneficiaries will inherit.

For those who are working, living or buying property in the U.S. we offer a team of cross border planning professionals to help lessen the barrier to your cross border financial goals.


Tax Considerations for Snowbirds

If you plan to spend your winters in the US, then you should be

thinking about more than whether or not your passport is up to date.

More insights
More insights

contact us

Let’s have a conversation about how
BMO Private Banking
can help you and your family.