Our Services


Personal Wealth Plan (“PWP”) is a collaboration of highly accredited professionals including Chartered Professional Accountants, Chartered Accountants (CPA, CA), Certified Public Accountants (US CPA), Chartered Business Valuators (CBV), and Chartered Financial Analysts (CFA). Our team of professionals offer tailored solutions to sole proprietorships, partnerships and corporations.

 

PWP is a dynamic full-service accounting and consulting firm. We have been serving our clients in the Greater Toronto Area and surroundings for the past 10 years and want to use this experience to add value to your organization. We specialize in personal and corporate tax accounting, financial statement preparation, auditing and assurance, business advisory services, valuations and corporate risk management.

 

Our team of dedicated professionals are committed to delivering excellent client service to help you achieve your objectives.

 

Reach out to us and see how we can add value to your organization.

Our Services

  • Incorporation & Business Registration

  • Tax Preparation & Remittance

  • Bookkeeping & Accounting

  • Audit & Assurance (Audit, Review, Notice to Reader, Compilation)

  • Financial Statement Preparation

  • Payroll Services

  • Accounting Software Setup

  • Risk Management Services

  • Business Valuations

  • General Business Advice

  • Personal Investment Advice

We offer flexible appointment scheduling, including weekend and evenings.