E-Book: A Roadmap For Growing Your Accounting Practice

Are you a Canadian CPA? … Download this 11-page guide to growing your practice by adding financial planning and wealth management services.


This roadmap will provide you with the preliminary information to successfully add financial planning and wealth management as value-added services to your established accounting practice.

Client retention is a key factor in the success of any firm. Wealth advisory services will lead to deeper relationships with your clients and increase their reliance on you as their trusted advisor. It is vitally important to be proactive in this area due to competition stiffening amongst CPA, CAs and new entrants like the major Canadian banks who are targeting your successful private business owners for their wealth management services.

Wealth Advisory brings together Financial Planning and Wealth Management into a cohesive client package.