Who We Are
President and Founder
Tony is a tax accountant, estate planner 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 advice 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.
Ken Poniatowski, CFP
Director of Operations
With over 10 years of experience in the financial planning & insurance industry, Ken brings critical knowledge and support to help our families implement and maintain appropriate financial health.
Ken is responsible for the operations of the business including assessing financial products, underwriting, servicing and technological functions.
On his down time, Ken enjoys spending time with his wife and two children, as well as playing hockey.
Samira Jassebi – Salgado
WHAT WE DO
Business Succession Planning
The succession plan for a family-owned business requires diligent planning, years of preparation and the input of all stakeholders. These issues all revolve around the very basic question to address, which is:
Life Insurance for Business Owners
Every family and private business is different, each with its own unique challenges. Some family members can represent key employees to the active operations of the private business and others can represent significant shareholder value (sometimes one can be both). By understanding both the business and your family we can provide valuable advice to help achieve your estate planning goals.
Seminar and Joint Advisor Engagements
We partner with existing insurance and investment advisors to jointly consult on client engagements. If you are an existing advisor looking for additional value-add expertise specifically focused on the tax implications faced by business owners considering their insurance planning options, please contact us below for a discussion on how we can collaborate to better serve your clients
What's Been Done
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