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An important aspect of preserving your wealth for the future includes having tax efficient financial strategies – throughout your income earning years, during retirement, and when your assets are transferred to your loved ones.

 

Through BMO Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company, we have experienced in-house tax professionals who can integrate their tax knowledge with your overall wealth plan.

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HOW WE HELP

 


 

Our tax experts can help you develop tax efficient financial strategies.

INTEGRATION INTO YOUR WEALTH PLAN

 

BMO Private Banking experienced in-house tax professionals can integrate their tax knowledge with your overall wealth plan. Working together with your existing advisors, they provide strategies to help you effectively grow your assets and manage them with efficiency in retirement.

 

BMO Private Banking experienced in-house tax professionals can integrate their tax knowledge with your overall wealth plan. Working together with your existing advisors, they provide strategies to help you effectively grow your assets and manage them with efficiency in retirement.

PRESERVING WEALTH FOR FUTURE GENERATIONS

 

Our tax experts, together with our Trust and Estate Services professionals, can advise you on trusts and other estate planning strategies that can help preserve the assets your beneficiaries will inherit.

 

Our tax experts, together with our Trust and Estate Services professionals, can advise you on trusts and other estate planning strategies that can help preserve the assets your beneficiaries will inherit.

OTHER SERVICES

 


 

See how our services can help address your wealth management needs.


TRUST & ESTATE SERVICES
Working with your legal advisor, we’ll assist with your estate planning, helping you to transfer your assets to the next generation.

Working with your legal advisor, we’ll assist with your estate planning, helping you to transfer your assets to the next generation.


PHILANTHROPY
We’ll help you put a philanthropic structure in place to create a lasting legacy that can make a difference in your community.

We’ll help you put a philanthropic structure in place to create a lasting legacy that can make a difference in your community.

 



CONTACT US

 


 

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

 

 

 

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BMO Private Banking is pleased to announce the launch of our two Chinese-language sites.

Set your language preference now and see how we can provide you with personalized wealth management advice.