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WEALTH MANAGEMENT

 

 

MY INVESTMENTS 

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MW&Co.

Wealth Management

 

You have dreams for your future and hopes for your family. You work hard every day to grow your wealth and you want the security of knowing your wealth will be available when you need it.

 

MW&Co Wealth Management understands. We understand no two people are alike, and that is why our starting point is getting to know you and what makes you unique.

 

Our first priority is to understand what makes you unique, what are your dreams? Second, we map out a blueprint to build your empire. Last, but not least, we execute by providing informed, real time financial advice.

 

With our planning partners and your accountant, we ensure all components of your plan are executed in real time to maximize every dollar, every day.

 

Understand - Map - Execute

 

 

Wealth Management

 

Have a question? Contact us today!

 

Visit our MW&Co. Resource Library for more information.

 

Financial Planning Services Include:

  • Investment Management

  • Tax Planning

  • Business Planning

  • Retirement Planning

  • Education Planning

  • Insurance Planning

  • Estate Planning

  • Debt Management

  • Severance Planning

  • Succession Planning

  • Real Estate Planning

  • Home Purchases


Through a referral arrangement with the Independent Accountants' Investment Counsel Inc. (IAIC),  we offer you direct access to a team of Advising Representatives who will tailor an investment management strategy that is specific to your unique circumstances.

 

Working with your Accountant, IAIC benefits from the longstanding relationship and familiarity your Accountant has with your personal and financial situation. This allows our integrated team of MW&Co.  Accountants and CERTIFIED FINANCIAL PLANNER® professionals, along with IAIC’s Investment Management team, to provide a comprehensive and customized wealth management service. Moreover, there is continuous interaction between all three disciplines (Financial Planning, Accounting & Investment Management), ensuring portfolios are truly customized and reflect the objectives and risk tolerance of each and every client


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 can 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 confidence and clarity for your future!

 

                      

                   

 

 

We give you the ability to live the life you want today,

while preparing for the life you want tomorrow. 

 

Let us show you how we can help

 

CONTACT US