The Elizabeth Petticrew Team
Established, Committed, Trusted
investment process can seem time-consuming, emotionally draining and
stressful. Our extensive market knowledge, holistic approach, and
utilization of the comprehensive resources at BMO Nesbitt Burns allow
The Elizabeth Petticrew Team to view these challenges as opportunity.
Our focus is on ensuring your peace of mind and bringing together your
past, present and future to design a personalized plan which manages
your wealth for the fulfillment of your life’s goals and dreams. Our
established reputation of commitment and trust is the cornerstone of our
service model and a testament to the character of our team.
Established – We are a highly-reputed group of specialized Investment Advisors.
Based in Vancouver, BC, the team lead by Elizabeth Petticrew has been
building wealth for clients on a global scale since 1988. We have
forged long and mutually valuable relationships with our clients that
are founded on a track record of excellence and expertise.
Committed – Our philosophy is centered on time and communication with each and
every client. We want to ensure our understanding of your individual
financial needs. With this thorough understanding we can provide the
best service and the most effective solutions possible. Our commitment
is rewarded by the referrals we receive from our long-standing and new
Trusted – When clients walk through the door
holding the hands of their children or their aged parents – or sometimes
both – we know they have placed that which they most value to us.
Their confidence demonstrates the trust that we have based our
Wealth Creation & Preservation
Creation and Wealth Preservation are the focuses of our practice. We
specialize in the creation of wealth – growing assets to the highest
potential – while ensuring that both corporate and family assets are
protected from over-taxation and estate fees, assuring that the assets
reach your hands and your heir’s intact and with ease.
We are at
your service. We are your key resource and are committed to helping you
achieve success, meet your goals and realize your financial dreams.
Whether that means a well-tailored, personalized portfolio, the creation
of a charity to establish your lasting legacy or ensuring that your
estate is passed on to your heirs with simplicity, we are here to guide
you every step of the way.
The Power of Teamwork
Elizabeth Petticrew Team’s associates are highly accomplished and
singular experts in their fields. Each brings their own unique set of
strengths, skills and talents, collaborating for the intergenerational
management of your wealth. Working together in an environment that
fosters communication and equitable discussion, every investment choice
and each strategy has the benefit of our combined experience. Every
facet of your plan is thoroughly examined to create strategies according
to your specific investment and asset objectives. This means
well-rounded, insightful perspectives that deliver real results to you.
Learn more about each team member on our Contact Us page.