Capital Wealth Architects tax 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 tax 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.

 

 


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 Services

Available 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.




Contact us today for a free, no obligation tax 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.