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  • How We're Different
  • Meet Our Team
    • Elizabeth Petticrew
    • Michael Marlatt
    • Nikki Sayson
    • Malcolm McKinney
    • Holly Castle
    • Cathleen Mo
    • Eniko Kozma
    • Additional Wealth Partners Jamie Wilson
    • Contact Us
  • Our Clients
    • Client Testimonials
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    • Arts Sponsorship
 BMO Nesbitt Burns logo
  • Home
  • How We're Different
  • Meet Our Team
    • Elizabeth Petticrew
    • Michael Marlatt
    • Nikki Sayson
    • Malcolm McKinney
    • Holly Castle
    • Cathleen Mo
    • Eniko Kozma
    • Additional Wealth Partners
      • Jamie Wilson
    • Contact Us
  • Our Clients
    • Client Testimonials
  • Publications & Resources
    • Tax & Estate Planning
    • Business Owners
    • Publications
    • Market Information and Links
  • In the Community
    • In the Community
    • Arts Sponsorship

Wealth Planning for your business

Things to consider as a business owner:

 

Tax Planning for Business Owners

Understanding Personal Holding Companies

Employee Ownership Trusts

Transferring your business to the next generation

Intergenerational transfer of family businesses

Elizabeth Petticrew
Senior Portfolio Manager & Senior Wealth Advisor
elizabeth.petticrew@nbpcd.com
Phone: 604-443-1471
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Elizabeth Petticrew

Senior Portfolio Manager & Senior Wealth Advisor

Phone 604-443-1471

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Michael Marlatt

Senior Portfolio Manager, Senior Investment Advisor

Phone 604-443-1622

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Cathleen Mo

Administration Associate

Phone 604-235-4694

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Eniko Kozma

Administration Associate

Phone 604-443-1532

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Nikki Sayson

Senior Associate

Phone 604-443-1478
Toll Free 1-888-345-4645

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Malcolm McKinney

Client Service Associate

Phone 604-443-1540
Toll Free 1-888-345-4645

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Holly Castle

Wealth and Tax Planner at BMO Nesbitt Burns

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Branch Address

595 Burrard Street, 26th floor, Vancouver, British Columbia, V7X 1J1

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Elizabeth Petticrew

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