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                  • 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
                   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

                  Email icon Linkedin icon Facebook icon Twitter icon

                   

                  Michael Marlatt

                  Senior Portfolio Manager, Senior Investment Advisor

                  Phone: 604-443-1622

                  Email icon Linkedin icon Facebook icon Twitter icon

                   

                  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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