Capital Wealth Architects estate planning services

Capital Wealth Architects was founded to offer a full suite of financial advice and services: Financial and Investment Planning; Retirement Planning; Estate Planning and In-House Tax Services.

Review our list of estate planning services or contact us to schedule a no obligation in person review of our services and how we can help you achieve your financial goals.

 

We are aligned with Mandeville Insurance Services Inc. to offer financial products such as Life Insurance, Disability, Critical Illness and other related risk management products to help you establish a solid financial foundation for your future.


Estate Planning Services


Premium Wills and Powers of Attorney

No plan is complete without ensuring your assets are distributed as you wish. You have access to the best legal minds in the community to be able to prepare the documents required to give you peace of mind.



Charitable Gifting

Is giving money to charities of importance to you? We can prepare proper plans for gifting cash, securities or insurance to ensure tax efficient distribution of your gifts to worthy recipients.



Trust Planning

Deciding on how to leave a legacy to your heirs can be a difficult decision. We can work with you, a legal professional and tax specialist to ensure that a Trust Plan is in place to accommodate your important wishes.




Contact us today for a free, no obligation estate review

Mandeville Private Client Inc. is a member of the Canadian Investor Protection Fund and a Member(s) of the Investment Industry Regulatory Organization of Canada.

Disclaimers:

Nothing on the website shall be construed as an offer to buy or a solicitation of an offer to buy any services or products. Michael A. Prittie and Mandeville Private Client Inc. are not registered in all jurisdictions and therefore may not be able to effect transactions on behalf of individuals accessing this website.