Family Wealth Advisory

Working directly with the Core Group we have created a Family Wealth Advisory Division. This enables our firm to expand its existing service offering to our clients with a shared goal to simplify your wealth management needs.
As your trusted accounting advisor, by integrating wealth management into our practice, we can maintain oversight of our client’s overall wealth picture, elevating the client experience while keeping the advice you receive consistent, objective and transparent.

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Wealth Management

  • Investment management

  • Portfolio reviews

  • Retirement planning

  • Intergenerational wealth creation and transfer

  • Tax planning

Risk Management

  • Insurance planning services for individuals and corporations

o Life, critical illness, disability insurance
o Tax efficient wealth accumulation
o Tax efficient strategies to access corporate assets

Estate Planning

  • In coordination with our broad network of experienced advisors comprised of lawyers, tax specialists and Chartered Professional Accountants we can provide the following services:

o Wills and will reviews
o Power of Attorney
o Business succession planning
o Estate planning
o Trust planning
o Elder care
o Charitable giving

The Core Group is a reference to Core Wealth Solutions Inc and Core Advisory Group Inc. Investment advice and portfolio management services are provided by independent investment management firms. Insurance advice and products are provided by Core Advisory Group Inc who are life and accident & sickness licensed in the province of Alberta.