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.


2019 year-end tax planning checklist
Maximize your 2019 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2019 tax year.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

25 November 2019
Energy Intervention
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18 November 2019
Enhancing the 60/40 with Alts
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December 2019
Investor strategy: Some improving signs
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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