About The Falkenberg-Poetz Wealth Management Group

Our team employs a comprehensive and holistic approach to conservative wealth management for affluent families.

We take a full interest in our clients’ lives and strive to develop relationships based on transparency and trust.

By understanding every aspect of your situation, focusing on guiding objectives and delivering a consistently high level

of service, we provide confidence and peace of mind so you can fully enjoy the rewards of your hard-earned wealth.

 

Falkenberg-Poetz Wealth Management Group client meeting process

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Tax & Estate Planning
Strategies 

 

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


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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Market research
Insights 

 

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

25 October 2021
G N' R – Rocking markets
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18 October 2021
Labour intensity, wage pressure, and why people are quitting their jobs
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October 2021
Challenges ahead
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