Together, we are one team of experts for your clients.
Historically regulatory barriers have restricted accounting firms from proactively collaborating with wealth management specialists and as a result, clients have been getting fragmented advice. It’s our belief that by removing these divisions, you can integrate your services and offer guidance that is more customized to client’s personal circumstances.
Study after study concludes that the more integrated your services, the stronger your relationships become. This translates into increased revenue streams, long-term clients and the position of ‘most trusted advisor’
The accountable support program puts our people on your team, so you can deliver this level of advice without being limited by regulation, and without having to carry out these additional services yourself.
If you are a Canadian CPA looking to add wealth management services to your accounting practice. Reach out, we can help.
Wealth Stewards Inc. helped me discover the added value that I could provide my clients. When competition was getting incredibly tough, an edge like this was crucial to differentiating our firm, retaining our best clients and acquiring new ones.
H.H., CPA, CA
Accounting Affiliate
Wealth Stewards’ multi-disciplinary expertise in all aspects of wealth planning and management has proven invaluable to me and many of my high net worth clients.
