Wealth Planning Facts & Figures – 2019

The 2019 Wealth Planning Facts and Figures  provides important tax, retirement and estate planning information to help you stay informed.

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BMO Wealth Management provides this publication for information purposes only and is not and should not be construed as professional advice to any individual. The information contained in this publication is based on material believed to be reliable at the time of publication, but BMO Wealth Management cannot guarantee the information is accurate or complete. Individuals should contact their BMO representative for professional advice regarding their personal circumstances and/or financial position.

The comments included in this publication are not intended to be a definitive analysis of tax applicability or trust and estate law. The comments are general in nature and professional advice regarding an individual’s particular tax position should be obtained in respect of any person’s specific circumstances.