Prosperity planning partnershipThe Pritchard Wealth Management Group

 Fortifying Wealth for CPA Professional Partners

As a Wealth Advisor, our Prosperity Planning Partnership (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 while navigating your independence constraints. Read more….

Planning: As your life unfolds, your needs evolve. We will create a P3 Wealth Plan that anticipates and prepares your family for future life transitions.  Ultimately, it will help you sustain your wealth and maintain your lifestyle for your family’s future. 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…


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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.


Federal budget 2022

Budget 2022 is focused on measures intended to assist Canadians with affordability (particularly when it comes to housing, child care, and health care), with some measures on climate action and investing in innovation and productivity.

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Market research
Insights 

 

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

16 May 2022
When will it end?
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9 May 2022
On the passage of time
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May 2022
Fixed Income
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