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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 that 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

Learn more about our services - download our brochures today!

Have a question? Contact us today!

Financial Planning Services Include:

Portfolio Management available from TriCert Investment Counsel
Tax Planning* (performed by MW&CO Chartered Professional Accountants)

Business Planning
Retirement Planning
Education Planning
Insurance Planning
Estate Planning

Debt Management
Severance Planning
Succession Planning
Real Estate Planning
Home Purchases

Portfolio and Investment Fund Manager

Through a referral arrangement, MW&CO Wealth Management offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your MW&CO Chartered Professional Accountants Accountant and your MW&CO Wealth Management Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.

TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.

TriCert Investment Counsel is owned in part by MW&CO. To learn more, visit TriCert.ca.

MW&CO

Wealth Management

Financial Planning Services Include:

Portfolio and Investment Fund Manager

We give you the ability to live the life you want today, while preparing for the life you want tomorrow.

We give you the ability to live the life you want today,
while preparing for the life you want tomorrow.