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 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.


Personal Financial Planning / Investment / Wealth Services

Custom Investment Plans – As wealth architects, we will prepare for you a comprehensive, individually tailored Investment Policy Statement (IPS) to establish a clear understanding between our wealth architects and you on effectively implementing and supervising a strategy for managing your investment assets. This IPS will provide support for you and our wealth architects to develop a well conceived, long-term investment plan and a basis for making disciplined investment decisions over time.


Investment Research and Management – The philosophy of our wealth architects is to acquire excellent businesses that are trading at attractive prices. In addition to our own criteria and resources, we will use the research resources of our firm and research partners along with additional third party information/screening software.

Overall Financial Picture – You will receive a written comprehensive financial plan that will drive our strategies to help you reach your future goals. This plan will encompass Tax Planning, Retirement Planning, Cash Flow Management, Insurance and Estate Planning and will work in tandem with your Investment Policy Statement and other proven, effective concepts.

Net Worth Analysis and Solutions – An overall analysis of your current net worth will be created, along with our observations and recommendations.

Small Business and Corporate Planning – Whether you are a sole proprietor or an incorporated entity, we will work with you to ensure that your business is maximizing the strategies and options available.

Planning for a Secure Retirement – By working together, we will ensure that a secure and sustainable retirement is an achievable reality for you.

Retirement Income Solutions for Life – Guaranteed minimum withdrawal benefit plans to ensure income investments.

 


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 financial review >>>



Tax Analysis and
Preparation Services

Tax Analysis, Planning and Preparation Services – Tax-efficient distribution of your assets is an important part of your planning needs. This is a key component of your financial plan.

Tax Preparation ServicesAvailable through our branch offering one stop service to clients.

Life versus Mortgage Insurance – An analysis of your needs is an important consideration when choosing the right insurance for your family.

Mortgage & Debt Analysis/Advice
Your advisor can coach you on the right mortgage features and terms that best suit your needs. In addition, loan interest can sometimes be made deductable through debt swaps or other means.

 

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.