“I just sit in my office and read all day”

– Warren Buffett

About AMS Wealth

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.

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.

Tony Salgado 

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.

Tony has tutored for the CPA Canada In-Depth Tax Program and has been a facilitator for the CPA Ontario program.

Education

  • Chartered Professional Accountant (CPA, CA)
  • Certified Financial Planner (CFP)
  • Chartered Life Underwriter (CLU)

  • CPA In-Depth Tax Program
  • CPA In-Depth Tax Issues for the Owner-Managed Business

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Testimonials

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Thank you for your help, I don't think I would've gotten this far without you.

Client
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It is a pleasure working with partners like you, I look forward to many more opportunities to benefit from your expertise.

Investment Advisor
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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
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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
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I found Tony to be a polished professional and experienced subject matter expert.

Client