Virtus Private Wealth
Achieve financial success today, tomorrow and into the future.
It takes all types of expertise to build a solid financial plan. At Virtus Private Wealth, our integrated approach brings together the insights of your accountant, financial planner, and investment manager to ensure you achieve the financial success you desire today, and in the future.
Managing Your Wealth With a Purpose
The strongest financial plans are those that include insight from multiple experts.
We combine in-depth advice from multiple points of view—including from experienced and proven accountants, financial planners, and investment managers—to build a solid, comprehensive approach that meets your specific needs effectively and efficiently.
Tax Planning
Tax Planning is the foundation of any robust financial plan. Together, we’ll build personalized tax strategies designed specifically to meet your needs.
Estate Planning
Ensure that your hard work benefits your loved ones with a comprehensive estate plan. We’ll make sure every detail is in order so your assets and estate are properly and respectfully looked after.
Financial Planning
An essential tool for any wealth management strategy, the proper financial plan will help ensure you’re short- and long-term goals can be achieved.
Insurance Planning
Peace of mind—it’s something that is invaluable in our unpredictable world. Let’s make sure that you are properly and firmly protected with a comprehensive insurance plan, provided by TriCert Insurance Agency.
Retirement Planning
You deserve to enjoy your golden years. Our team of experts will work directly with you to help make sure your retirement dreams become a reality.
Take the First Step Toward Financial Clarity
Now is the time to take action. Connect with one of our advisors to begin building a plan that is designed around you, your needs, and your goals.
Talk to a Private Wealth AdvisorUnlock the Power of Integration
Why work with only one advisor when you can work with an entire network of subject-matter experts? Through a referral arrangement, Virtus Private Wealth offers you direct access to TriCert Investment Counsel’s portfolio management services.
Seamlessly working with your Virtus Group Accountant and your Virtus Private Wealth Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.
The Power of Integration
- Integrating the investment process with accounting, tax & estate planning
- Expertise in business & personal financial planning
- Integrating all elements of the family’s financial affairs into one plan
- Flexible consultative approach
- Customized & tailored solutions
- Tax planning & efficiencies
- Open communication
- Direct access to your TriCert Investment Counsel Portfolio Manager
1. Protect
Being properly prepared for life’s uncertainties helps make you and your wealth resilient—regardless of what unexpected challenges may arise.
Focus areas include:
- Insurance needs analysis & optimization, provided by TriCert Insurance Agency
- Tax-efficient structures (personal & corporate)
- Income protection strategies
- Contingency planning for family and business
2. Grow
Your investments should be personalized, not templated. Through a referral arrangement, Virtus Private Wealth offers you direct access to TriCert Investment Counsel’s portfolio management services.
TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.
3. Transition
Get clear and compassionate guidance as you navigate complex transitions. This makes sure your wealth continues to serve you and those you care about.
This can include the following:
- Retirement income planning
- Succession and business exit strategies
- Estate and legacy planning
Results You Can See and Feel
“Having a professional look at the numbers gives me confidence and peace of mind knowing they are accurate and reliable. Virtus goes beyond this, providing sound advice and asking the hard questions. This allows me more time to improve our operations and focus on growth.”
– Ryan Leech, Brxton Masonry Inc.
The Time Is Now
Ready to take the next step? Fill out the form and one of our advisors will be in touch.
