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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

                  Tax & Estate Planning Information

                  Tax & Estate Planning Information

                  The following articles may assist you in your Tax and Estate Planning process. Please feel free to contact us should you require any further information.

                  NEW_ Probate Planning

                  NEW - New Tax Reporting Requirements for Trusts

                  Succession Planning is Key for Business Owners

                  Tax Planning for the Family Farm

                  Tax Planning for Small Business Owners

                  Taxation of Employee Stock Options

                  Estate Information Organizer

                  Good Reasons to Trust Testamentary Trusts

                  BMO Trust Company Corporate Executor and Trustee Services

                  Continuing Power of Attorney for Property

                   

                  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

                  Email icon Linkedin icon Facebook icon Twitter icon

                   

                  Malcolm McKinney

                  Client Service Associate

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

                  Email icon Linkedin icon Facebook icon Twitter icon

                   

                  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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