“I just sit in my office and read all day”
– Warren Buffett
– Warren Buffett
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 has tutored for the CPA Canada In-Depth Tax Program and has been a facilitator for the CPA Ontario program.
“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
Founded to create and maintain relationship-based advice to address the estate, insurance and succession planning needs of your family-owned business
400 Applewood Crescent
Suite 100
Vaughan, ON L4K 0C3
Canada
W: 905-482-8090
info@amswealth.ca
www.amswealth.ca
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