A Plan as Considered as Your Wealth.
Holistic strategy across tax, investment and legacy.
We bring your T1, corporate retained earnings, RRSP/TFSA/FHSA mix, investment-tax exposure, insurance and estate documents into one coordinated plan — so every dollar is positioned for tax efficiency, intergenerational transfer and the cash flow you'll actually need.
Senior CPA-led, start to finish.
Personalized scope tailored to your situation
Direct access to your senior advisor — no hand-offs
Proactive, year-round guidance
Plain-language explanations of every recommendation
Practice
Private Client
Every engagement, considered.
The core of what's included when you engage PAG for private wealth planning.
Integrated tax, retirement and estate strategy
Investment-tax efficiency across registered and non-registered accounts
Family income-splitting and prescribed-rate loan planning
Insurance and risk review with independent specialists
Annual plan refresh as life and legislation change
A clean, calm process.
Discovery
We start with a confidential conversation to understand your situation, priorities and the outcomes you're working toward.
Tailored Engagement
Your senior CPA designs a clear scope of work, orchestrating every detail with precision and proactive communication.
Ongoing Partnership
We stay close throughout the year — flagging risks, surfacing opportunities and adjusting your plan as your goals evolve.
More from our Private Client practice
Personal Tax Returns
Every credit, every deduction, every year.
Learn moreFamily Office Services
Centralised oversight for complex family wealth.
Learn moreTrust & Estate Services
Trust accounting, T3s, and estate administration.
Learn moreEstate & Succession Planning
Plan today so the next generation inherits well.
Learn more