BUSINESS PARTNERS
Wealth Architects Inc. is pleased to offer the following products and services through our affiliated business partners*:
- Accounting & Tax
- Canadian and US cross-border tax planning and tax minimization
- Legal
- Wills
- Powers of Attorney
- Personal Directives
- Trusts
- Professional Executor Services
- Corporate Share Ownership Structures
- Buy-Sell Agreements
- Insurance
- Property and Casualty Insurance
- Group Life & Health Employee Benefit Plans
- Investing
- Professional Money Management
- Portfolio Management
- Independent Discretionary Money Management
- Annuities
- Mutual Funds
- Segregated Funds
- ETFs (Exchange Traded Funds)
- Individual Securities (Stocks & Bonds)
- Financing
- Mortgage Brokerage
- Capital Financing
- Real Estate Agent
*The Affiliated Business Partners offer these services through their own companies, licensing, structures and arrangements and are solely responsible for any and all business they conduct with any referred client. Wealth Architects Inc. is not responsible for any of these products or services and makes no claim regarding these affiliated businesses. Wealth Architects Inc. does not guarantee, warranty, or otherwise bare any responsibility for the affiliated business partners and any business they conduct.
