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