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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

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

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Elizabeth Petticrew

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