Other Specialized Services

We are committed to providing complete wealth solutions for our clients. Our specialized services reflect this commitment.

PHILANTHROPY

Philanthropic gifting is a growing trend for high net worth individuals. We can help structure your gifting in an effective and tax efficient manner to ensure that the cause you want to support receives the maximum benefit.

RECREATIONAL PROPERTY

Recreational property can play a significant role in our client's personal and financial well being. However, recreational property can bring with it various tax and estate planning issues. We are well equipped to deal with these issues so you're free to enjoy your property.

For more information, please contact our specialists at CWM 403 699-9000 or send your request by email at info@canadianwealth.com

IMMIGRATION AND EXPATRIATION

Moving to a new country can be very complicated and stressful for families. CWM can look after the financial and tax related aspects of relocating which frees your time to focus on the real reason for relocating.

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