Nadine Meek

Wealth Advisor, Financial Planner

Tel: 519-942-0061
Toll Free: 800-465-6437
Fax: 519-942-2249


BMO Nesbitt Burns
20 Erb St W, 4th Floor
Waterloo, ON
N2L 1T2

BMO Nesbitt Burns
274 Broadway St
Orangeville, ON
L9W 1L1

BMO Nesbitt Burns
24-280 Guelph St
Georgetown, ON
L7G 4B1

Contact Us

Succession Planning

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.