CPA Partners

Successful. Ambitious. High-Achievers. 

“He is good at relating to CPAs like me. I just think I am in really good hands with Tim, he is grounded and keeps it simple — we have a balance.”

— Gino Scapillati, Bennett Jones, Vice Chair, Strategy & Innovation (formerly, Vice Chair, PwC Canada)

The Pritchard Wealth Management Group brings more than two decades of experience to the table when advising CPA partners. We’ve established long-term relationships guiding time-constrained, mid-career CPA Partners like you that hold leadership roles within the Big 4 accounting firms. For us it’s about People before portfolios. We understand the importance of collaboration, and your drive to experience your best life. 

As a CPA partner, we recognize you are tasked with considerable responsibilities that make the time beyond work precious. We understand the unique and specific challenges you face — let us help you solve them so you can spend your time focusing on what matters most to you. 

The Pritchard Wealth Management Group offers proven solutions to help you:

  • Manage independence constraints and assist with the navigation of your independence compliance system
  • Integrate your existing pension into your overall wealth plan
  • Develop a well thought plan to maximize the important non-financial areas of your life that contribute to your overall well-being
  • Reduce your tax burden now and in retirement years
  • Enhance your wealth through comprehensive financial planning 
  • Protect your legacy by implementing appropriate estate planning strategies (including updating your Will and Power of Attorney) and education for those in your family
  • Access exclusive investment offerings and events