BMO Bank of Montreal - We're here to help.™


BMO Nesbitt Burns
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8

BMO Nesbitt Burns
595 Burrard St.
Vancouver, BC
V7X 1L7

BMO Nesbitt Burns
2601 Granville St
Vancouver, BC
V6H 3H2

BMO Nesbitt Burns
2104 Lahb Ave
Vancouver, BC
V6L 0C3

BMO Nesbitt Burns
913 Park Royal South
West Vancouver, BC
V7T 1A1

BMO Nesbitt Burns
5640 Cowrie & Wharf
Sechelt, BC
V0N 3A0

BMO Nesbitt Burns
1001 Gibsons Way
Unit 101
Gibsons, BC
V0N 1V8

BMO Nesbitt Burns
38201 Cleveland Ave.
Squamish, BC
V8B 0B1

Contact Us

Practice and Succession Planning

Once we obtain a deep knowledge of you and your business or practice, we can help you:
  • Invest your reserve funds.
  • Consider tax efficiencies.
  • Ensure your corporate structure maximizes tax advantages. 
  • Help you to draw money from your holding/operating companies or practice tax-effectively using different strategies and create liquidity to generate a steady retirement income stream.
  • Ensure the business does not need to be sold to take care of the family.
  • Equalize the estate when some family members may not wish to enter the business. 
  • Help you to prepare to sell the business or practice, divest, invest the proceeds.
Practice or business succession services
Unlike traditional business owners, health care professionals cannot easily or objectively measure the value of their practice to transfer it to another clinician, dentist or pharmacist. You ARE your practice or business.
Together with experienced BMO business advisory and practice succession experts, we will help you decide how and when to retire and transition your wealth tax-effectively to loved ones and charitable organizations.
We can help you to consider business strategies such as an Individual Pension Plan (IPP), an estate freeze to transfer your wealth tax-effectively, corporate class tax deferrals to mitigate taxes, and insurance solutions as a tax-efficient estate planning tool.
When the time comes to exit your practice or business, we will help you plan for a smooth succession to help you get the best possible return. We will engage BMO Private Wealth business succession planners, estate planners and business valuation experts and help you create a reliable income stream for life from the proceeds of your sale.