The Pritchard Wealth Management Group

 Fortifying Wealth for CPA Professional Partners

As a Wealth Advisor, our Prosperity Partnership Plan (P3) was built specifically for you to align your financial choices with your most deeply held values to achieve your life goals

What is P3?

Prosperity: Prosperity is the fruit of your labour over your long and successful career. Success breeds complexity and our expertise will help you to utilize your resources to continue to build and protect your wealth. Read more….

Partnership: You have witnessed the power of partnerships first hand. We will partner with you to leverage our expertise and the needed advice of other trusted professionals to protect your family’s interests. Read more…

Plan: As your life unfolds, your needs evolve. We will help you plan a reliable and predictable approach that takes into account your independence constraints. This plan will help you sustain your wealth and maintain your lifestyle for your family’s future. Read more…


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Read more about The Pritchard Wealth Management Group

 


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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

June 2019
Have you discussed widowhood?
For couples, a well-organized, comprehensive estate plan should also include preparations for widowhood. From collecting key documents to reviewing insurance coverage, we’ve outlined strategic tips to help you plan now for peace of mind later.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

22 July 2019
The consumers are alright
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15 July 2019
The fix is in
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Investor strategy: Back half looks tricky
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Tim ranks in Wealth Professional's Top 50

Tim Pritchard has ranked in Wealth Professional's Top 50 financial advisors for 2015. "For two months this past fall, WP ran a survey asking Canadian advisors to submit basic data about their practices.... Read More