In survey after survey of Canadian Accountants' clients, they have made it clear that they would like their Accountants input in their personal wealth management.

Paul Tyers, CA, CFP, has worked on behalf of Accountants across the country to bring clarification to the rules for providing this service within your accounting firm. The Institute has provided an opinion letter which states the model proposed by Paul Tyers and the Wealth Stewards is within the guidelines and can be implemented by any firm.

Paul, and his team at Wealth Stewards, can meet with your firm to discuss the methodology, implementation and cost structures of the model to bring this new service to your clients.

Please contact him by phone at 905-891-6052, or email ptyers@wealthstewards.ca and visit their website at www.wealthstewards.ca.

The list of articles to the left are Paul Tyers' recent contributions to The Bottom Line.

 2020 Canada will assist you in adding this client desired service by:

• Conducting a survey your clients
• Compiling the results
• Training the staff on pertinent information
• Finding the quality advisor for your firm