Wealth Management

At some point, you will want to reap the fruit of your labours, so that your long-term dreams and wishes can be fulfilled. But without a wealth management plan in place, you could be missing significant tax advantages or risking tax liabilities for the next generation.

Whether it means estate planning or developing a charitable giving plan, thinking about your retirement options, or planning for the next generation, we can work with you to develop a customized plan that reflects your wishes in a way that increases the value of your business.

Generation to generation, not quarter to quarter.

Contact us

Sabrina Fitzgerald

Sabrina Fitzgerald

National Private Company Services Leader and National Capital Region Leader, PwC Canada

Tel: +1 613 898 2113

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