Strategic wealth planning advice focused on the succession of your family-owned business and wealth. We work together with professional advisors in creating tax-efficient customized succession plans for your business and wealth.
Boutique Wealth Advisory
About AMS Wealth
Providing strategic wealth planning advice focused on the areas of tax and estate, business succession planning, corporate ownership structures and wealth transfer alternatives. We assist you with providing a roadmap for critical decision making in respect to your business and wealth. Emphasis is placed on your tax and legal ownership of assets and insurance planning needs and opportunities available.Learn More
What’s next for your family-owned business?
A family-owned business can oftentimes be a complex asset to manage. The interdependencies of wealth, business operations and family ties bring with it a variety of complex issues to address. The family business is a living, breathing organism which requires planning, ongoing commitment and consistent communication.
President and Founder
Tony is an estate and tax planning accountant and life insurance advisor. Before founding AMS Wealth, Tony held various director positions within wealth advisory firms and began his career with PricewaterhouseCoopers providing tax compliance and planning to high net-worth individuals and business owners. Tony has provided insightful information on matters regarding personal finance, tax and estate planning to various media outlets such as the Financial Post, The Globe and Mail, Advisor.ca and has appeared as a guest on BNN television and CBC radio.Learn More
A family-owned business has family + business + other interests. We review and/or create a net worth statement including your personal and corporate assets and liabilities to best understand your financial health
Thank you for your help, I don't think I would've gotten this far without you.Client
It is a pleasure working with partners like you, I look forward to many more opportunities to benefit from your expertise.Investment Advisor
Tony, the presentation was received incredibly well. You had the business owners engaged and intrigued, the feedback was that the event was probably one of the very best.Regional Wealth VP
What truly impressed me about Tony was his ability to switch gears based on where the business owner needed more immediate attention, with his vast knowledge on succession planning he has a great ability to connect with my sophisticated business owner clients.Investment Advisor
I found Tony to be a polished professional and experienced subject matter expert.Client