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Wealth Management is not just important, it’s vital in an ever-changing world economic situation. Equally, wealth management is not about cash, it’s about people like you protecting what your passion, energy and ambition has built up over the years. Informed, intelligent financial advice can help you plan with confidence by maximizing what you have today and securing it for you and your family’s future.

 

At MW&Co we believe the first step in ensuring your success and securing your financial future is having a sound financial plan that provides you with goals that you can identify, recognize and achieve. To help you reach your goals, it is important to know why you are, understand what you have and learn exactly what you want.

 

We work closely with the Independent Accountants Investment Counsel Inc. (IAIC). IAIC is a unique group of portfolio managers whose client base is primarily made up of accounting firms.  IAIC will tailor an investment management strategy that is specific to your unique circumstances.


MW&Co has a strong, trusted relationship with IAIC which allows us to be certain that everything in your financial situation is clear, firm and focused. And as your accountants, we are familiar with your personal and financial situation. This strong connection allows us, along with IAIC portfolio managers, financial planners and advisors to decide what type of comprehensive financial plan or investment management service best fits your financial situation.


Together with IAIC, our Wealth Management team has the experience and knowledge to help you make informed decisions and we work hard to ensure you enjoy a well-earned retirement. Visit the IAIC website at www.iaic.ca and call us today at 519-539-6109 to help you gain vision and clarity in your financial future!

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