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One of the important aspects of preserving your wealth is to develop tax-saving financial strategies for all your income years, during your retirement, and when transferring assets to your family.

In Swiss Equity Fund Bank of Montreal, our experienced & professional in-house tax consultants will apply their extensive tax knowledge to your overall wealth planning.



What We Do


Our experienced & professional tax consultants will help you create a legal tax-saving financial strategy.

INTEGRATE INTO YOUR WEALTH PLAN

Swiss Equity Fund's experienced in-house tax experts can integrate their tax knowledge into your overall wealth plan. They can also work with your existing consultants to provide strategies that will help you effectively expand and manage your assets during retirement.

Swiss Equity Fund's experienced in-house tax experts can integrate their tax knowledge into your overall wealth plan. They can also work with your existing consultants to provide strategies that will help you effectively expand and manage your assets during retirement.

PRESERVE YOUR WEALTH FOR FUTURE GENERATIONS

Our tax experts will also work with our trust and estate professionals to advise you on overall estate planning strategies, thereby protecting the assets that your beneficiaries will inherit.

Our tax experts will also work with our trust and estate professionals to advise you on overall estate planning strategies, thereby protecting the assets that your beneficiaries will inherit.

Other Solutions


Learn how our services can meet your wealth management needs.



CONTACT US


Let’s have a conversation about how our
Swiss Equity Fund
services can help you and your family.