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Asset and wealth management

Unlocking insights to power your business forward

In our evolving industry, it’s difficult to truly understand something without knowing where it’s been and where it’s going. We use our long history in the asset and wealth management industry to explain why things work the way they do and predict how they’ll evolve. This balance of past, present and future knowledge will help you make better sense of challenges and solutions. At PwC Canada, we work with you to uncover the insights that matter most. With our experience and actionable guidance, you’ll know each step you need to take to navigate changes and capitalize on opportunities to reach your goals.

Helping you move forward with confidence

Your business is unique with its own combination of challenges, goals and ways of working. Your challenges and opportunities come in a variety of shapes and sizes, and so should the teams that solve them. We focus on creating a community of solvers who bring the right mix of specialties across asset types, geographies, working styles and issue areas to help you deliver concrete results. We listen before designing customized strategies, technologies and tools that meet your tax, assurance and advisory needs. You can put our recommendations in place from the start, knowing that we’ll be adapting and improving your solution so you can move forward with confidence.

We're here to help you:

Stay ahead of disruption.

Protect valuable data from cybersecurity and privacy threats.

Pursue your next sale or acquisition with confidence.

Navigate changing standards and expectations.

Stay ahead of industry trends.

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Contact us

Andrew Paterson

Andrew Paterson

Markets Leader, Managed Accounts, PwC Canada

Tel: +1 514 205 5264

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