Wealth Advisor, Financial Planner
Toll Free: 800-465-6437
55 Wyndham St N, First Floor
274 Broadway St
24-280 Guelph St
If you own a business, it may be your single most valuable asset. As such, planning the succession of your business can be a very significant part of your overall wealth management strategy.
Succession planning is a process—not an event—and should typically begin three to five years in advance of any anticipated change. A good plan integrates all aspects of your wealth strategy, including estates and trusts, investments, tax planning and philanthropic goals. Proper planning can ensure the ongoing stewardship of the business you’ve worked so hard to build, and adds to the long-term financial security of your family.
Drawing on the expertise of the BMO Financial Group, Nadine Meek can assist you with planning for retirement and the transition of management and ownership of your business, whether it’s to family, employees, or a third party.