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TAX PLANNING STRATEGIES


We can help you explore the many strategies available that may help you reduce your overall tax liability, while identifying opportunities that allow you to grow your savings on a tax-deferred or tax-free basis.

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WE’RE HERE TO HELP


Our experts are here to help you achieve what matters most to you.
Learn more about our team members and get in touch with one today.

Ronald Gong

Managing Director,
CTC | myCFO

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OUR APPROACH


As your wealth grows, it is important to understand how taxes affect your financial picture and the impact they may have on your goals and lifestyle. Our advisors can work with you to help incorporate tax and estate planning1 strategies into your overall wealth management plan.
 

Strategies that can be optimized for after-tax returns can include the use of certain types of trusts, tax-deferred investments, and planning for the timing of the receipt of taxable investment income. We can also assist you with your trusts and other estate planning1 strategies that may help you maximize the assets your beneficiaries will inherit.
 

RELATED INSIGHTS


Explore our resources and insights to help you make smarter decisions and help you manage your wealth to its fullest potential.

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Let’s talk about your wealth management needs.  

LEGAL


1Estate planning requires legal assistance, which BMO Harris Bank N.A. and its affiliates do not provide. Please consult with your legal advisor.


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