About Us


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:

Evan Kwok, CFA, CPA (ME)

Evan has held many Senior Positions in a number of professional corporations.  Having started his career at Deloitte, a Big Four public accounting practice, he has managed and lead numerous assurance and advisory engagements. He has expertise in starting up internal audit functions at numerous organizations.

He specializes in audit, review, notice to reader, compilations, assurance and advisory for small and owner managed operations. His portfolio also includes risk management, internal controls and internal audit functions for small organizations.

Evan is active in the Toronto community.  He is the founder of Active Basketball Group, a not-for-profit organization that promotes basketball in the community.

Please feel free to contact us with questions or for a free consultation.