integrated wealth management
Innovation in Wealth Management
ABOUT US
Core Wealth Solutions is the leading wealth management firm of choice that CPA and Law Firms trust to integrate wealth management into their practice. Core Wealth has a proven process and long track record of success in providing CPA and Law Firms integrated tools they need to provide wealth management solutions to their clients.
THE CLIENT EXPERIENCE
With our client-focused approach, our team of experienced financial advisors, and our range of tailored solutions, we are committed to helping our clients achieve their financial goals and live the life they desire.
HOW WE ARE DIFFERENT
Our team also works closely with CPA Firms and Law Firms to provide client-focused solutions that meet their unique needs. We understand the challenges that these firms face when it comes to managing their clients' wealth, which is why we offer a range of solutions that are designed to streamline the wealth management process and provide the best possible outcomes for all parties involved.
This is not a new concept. Since the early 1990's CPA firms in the Unites States have entered the wealth management industry through forming partnerships, Creating their own in-house division, or the purchase of a wealth management firm. The result, CPA firms that have successfully integrated wealth management are now surpassing traditional wealth management firms in assets under management. CPA firms in Canada are late to adopt this concept but Core is paving the way and proving itself as the company CPA firms trust to integrate wealth management into their firm.
At Core Wealth Solutions, we take pride in being client-focused, which means that we always put the needs and interests of our clients first. Our team of experienced financial advisors is committed to providing comprehensive financial planning and investment management services that are designed to deliver the best possible outcomes for our clients.
We understand that every client has a different financial situation, which is why we offer a range of wealth management solutions that are tailored to their specific needs. Whether it's retirement planning, estate planning, tax planning, or investment management, we have the expertise and resources to help our clients achieve their financial goals.
THE CPA INDUSTRY HAS EVOLVED
We are Designated Professionals.
THE CORE DIFFERENCE
CERTIFIED FINANCIAL PLANNERS
Certified Financial Planner® certification is the world’s most recognized financial planning designation and is considered the ‘gold standard’ for the profession. CFP professionals have demonstrated the knowledge, skills, experience, and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession.
CHARTERED LIFE UNDERWRITERS
The Chartered Life Underwriter (CLU) designation has been widely recognized for 90 years as a superior mark of excellence in the financial services industry. CLU designation holders are regarded as elite professional financial advisors who raise the bar in developing effective solutions for individuals, business owners, and professionals in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.
The CLU designation is conferred in Canada exclusively by The Institute for Advanced Financial Education (“The Institute™”). The Institute is the leading designation body in Canada for financial services practitioners in the specialty areas of Advanced Estate and Wealth Transfer and Living Benefits.
EXTENDED TEAM
Trust and Estate Practitioner TEP
TEP stands for Trust and Estate Practitioner It is the designation given to full member of STEP.-The worldwide professional association for those advising families across generations. STEP membership is diverse and highly specialized with accredited professionals from all facets of the trust and estate planning industries including investment management, legal, accountancy, corporate, trust, banking, and insurance.
Tax lawyers Our extended team of tax and corporate lawyers have worked with some of Alberta's wealthiest families advising them on the sale of their business, succession planning, reorganization of share capital, mergers and Acquisitions and Trust planning.
