Individuals with wealth tend to have complex financial situations that require a more holistic and professional approach to financial planning. Wealth advisory assists these individuals with solutions that go beyond the scope of traditional financial services, requiring the expertise of subject matter experts from a range of specificities.
Wealth Advisory Services
Comprehensive Advice For Your Unique Financial Situations & Goals
Wealthy individuals, professionals, and entrepreneurs want to ensure their money is working for them, helping to guide their financial goals, while protecting their future.
Wealth advisory is a high-level professional service that combines invest and financial advice with accounting & tax services, estate planning, and retirement planning.
MDP provides integrated and comprehensive wealth advisory services to a range of private clients. We pride ourselves on working with professionals, affluent individuals, business owners, entrepreneurs, and wealthy families. We deliver objective assessments that enable our clients to make sound financial decisions, optimize returns, and reduce risk.
It is important for us to build an extensive understanding of a clients’ unique financial situation. By getting to know you on a deeper, more personal level, our advisors can develop comprehensive financial plans that align to your retirement, investment, and estate planning goals.
At MDP, we know there is more to a wealth management plan than simply making appropriate investments or transferring money to your savings account. From building wealth, planning retirement, buying or selling a business, inheritance, investing, to pondering your legacy, our team of advisors help develop a comprehensive financial approach that ensures your financial success, both now and in the future.
Our Wealth Advisory Services can help you with:
- RRSP investment and portfolio analysis
- Non-registered investment portfolio review
- Insurance reviews and analysis
- Net worth monitoring
- Strategic investment reviews
MDP is distinct from many other accounting firms. Our practice group consists of individuals dedicated to providing the highest quality wealth advisory services. We assist individuals with a wide range of private client services across Southern Ontario, including Mississauga, Oakville, Stoney Creek, Hamilton, Burlington, and throughout the Greater Toronto Area.