The Elizabeth Petticrew Team Established, Committed, Trusted
The investment process can seem time-consuming, emotionally draining and stressful. Our extensive market knowledge, holistic approach, and utilization of the comprehensive resources at BMO Nesbitt Burns allow The Elizabeth Petticrew Team to view these challenges as opportunity. Our focus is on ensuring your peace of mind and bringing together your past, present and future to design a personalized plan which manages your wealth for the fulfillment of your life’s goals and dreams. Our established reputation of commitment and trust is the cornerstone of our service model and a testament to the character of our team.
Established – We are a highly-reputed group of specialized Investment Advisors. Based in Vancouver, BC, the team lead by Elizabeth Petticrew has been building wealth for clients on a global scale since 1988. We have forged long and mutually valuable relationships with our clients that are founded on a track record of excellence and expertise.
Committed – Our philosophy is centered on time and communication with each and every client. We want to ensure our understanding of your individual financial needs. With this thorough understanding we can provide the best service and the most effective solutions possible. Our commitment is rewarded by the referrals we receive from our long-standing and new clientele.
Trusted – When clients walk through the door holding the hands of their children or their aged parents – or sometimes both – we know they have placed that which they most value to us. Their confidence demonstrates the trust that we have based our reputation on.
Wealth Creation & Preservation
Wealth Creation and Wealth Preservation are the focuses of our practice. We specialize in the creation of wealth – growing assets to the highest potential – while ensuring that both corporate and family assets are protected from over-taxation and estate fees, assuring that the assets reach your hands and your heir’s intact and with ease.
We are at your service. We are your key resource and are committed to helping you achieve success, meet your goals and realize your financial dreams. Whether that means a well-tailored, personalized portfolio, the creation of a charity to establish your lasting legacy or ensuring that your estate is passed on to your heirs with simplicity, we are here to guide you every step of the way.
The Power of Teamwork
The Elizabeth Petticrew Team’s associates are highly accomplished and singular experts in their fields. Each brings their own unique set of strengths, skills and talents, collaborating for the intergenerational management of your wealth. Working together in an environment that fosters communication and equitable discussion, every investment choice and each strategy has the benefit of our combined experience. Every facet of your plan is thoroughly examined to create strategies according to your specific investment and asset objectives. This means well-rounded, insightful perspectives that deliver real results to you.
Learn more about each team member on our Contact Us page.
1The opinions, estimates and projections contained herein are those of the author as of the date hereof and are subject to change without notice and may not reflect those of BMO Nesbitt Burns Inc. (“BMO NBI”). Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable and contain information and opinions that are accurate and complete. Information may be available to BMO Nesbitt Burns or its affiliates that is not reflected herein. However, neither the author nor BMO NBI makes any representation or warranty, express or implied, in respect thereof, takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this report or its contents. This report is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. BMO NBI, its affiliates and/or their respective officers, directors or employees may from time to time acquire, hold or sell securities mentioned herein as principal or agent. BMO Nesbitt Burns Inc. and BMO Nesbitt Burns Ltee/Ltd. ("BMO Nesbitt Burns") will buy from or sell to customers securities of issuers mentioned herein on a principal basis. BMO Nesbitt Burns, its affiliates, officers, directors or employees may have a long or short position in the securities discussed herein, related securities or in options, futures or other derivative instruments based thereon. BMO Nesbitt Burns or its affiliates may act as financial advisor and/or underwriter for the issuers mentioned herein and may receive remuneration for same. A significant lending relationship may exist between Bank of Montreal, or its affiliates, and certain of the issuers mentioned herein. BMO NBI is a wholly owned subsidiary of BMO Nesbitt Burns Corporation Limited which is a majority-owned subsidiary of Bank of Montreal. Any U.S. person wishing to effect transactions in any security discussed herein should do so through BMO Nesbitt Burns Corp. and/or BMO Nesbitt Burns Securities Ltd.
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