The Accountable Support™ Program:"We provide the support; you gain the credibility."

Paul Tyers, CPA, CA, CFP, CIMManaging Director

“What I like most about The Accountable Support™ Program is that it allows me to do what is best for my clients and, at the same time, what is best for my firm. The support that it provides for my clients has been the support my firm needed to provide greater value and become a more integrated, efficient practice.”

David Cunningham, CPA, CA Accounting Affiliate Since 2008

What’s keeping you from providing the services your clients want?

Historically, regulatory barriers have restricted accounting firms from proactively collaborating with wealth management specialists and, as a result, clients have been getting fragmented advice. It’s our belief that by removing these divisions, you can integrate your services and offer guidance that is more customized to clients’ personal circumstances.

Study after study concludes that the more integrated your

services, the stronger your relationships become. This

translates into increased revenue streams, long-term clients

and the position of ‘most trusted advisor,’ but the standard

model effectively closes the door to this opportunity.

The Accountable Support™ Program puts our people on

your team, so you can deliver this level of advice without

being limited by regulation, and without having to carry

out these additional services yourself.

“My accountant of many years introduced me to a Wealth Stewards advisor several years ago. The integration of investment advice and wise counsel on many topics has helped me considerably. I’m not sure how I would have done this without the guidance of the full wealth management team.”

J HaywardClient Since 2008

Paul Tyers, CPA, CA, CFP, CIMManaging Director

From Accounting to AccountabilityWhere your accounting services end, our wealth management and family office services begin.

In 2008, what is now the

Accountable Support™ Program

received an important approval by

the Ontario Institute of Chartered

Accountants, now CPA Ontario,

and since then has supported

select professional accounting

firms and their clients with wealth

management and family

office services.

This support comes through a

diverse team that collaborates in

order to align clients’ financial

resources with their personal goals.

Our team consists of the following professionals:

Certified Financial Planners

Chartered Financial Analysts

Chartered Life Underwriters

Tax & Estate Lawyer

Our program includes the following services:

Integration of your tax strategies with your client’s full net worth

Investment portfolios custom designed to meet individual clients’ risk and return expectations

Retirement planning with an in-depth goal clarification process

Risk identification and management through structured insurance solutions where applicable

Legacy planning and services with family and philanthropic strategies

Business transition planning and implementation

Certified Management Consultant

Chartered Director

Chartered Investment Manager

Actuary

"Our Team Is Your Team"

Client Value AuditWe help you determine your clients’ financial priorities so that you can identify those who would benefit most from the program.

Integrated PlanningWe collaborate among our team and with your taxation strategies in the design of a personalized Wealth Action Plan™.

Program ProposalThe client is introduced to The Accountable Support™ Program in a meeting with you and one or more of our designated team members.

Accountable Implementation The accountants and advisors implement the respective parts of The Wealth Action Plan™.

Engagement LetterAll parties sign an Information Sharing Agreement and Engagement Letter to authorize the integrated service model, which includes our CRM system and Client Vault.

Stewardship & CommunicationOn an ongoing basis, our collective team follows communication schedules to monitor, review, revise and implement changes to the plan.

The Accountable Support™ Process 

With your client at the centre of the relationship, our in-house professionals combine your expertise with theirs in order to integrate each client’s affairs into a cohesive Wealth Action Plan™. Our process benefits from a clear structure and communication that ensures integration is seamless and well-coordinated. 

“Wealth Stewards Inc. helped me discover the added value that I could provide my clients. When competition was getting incredibly tough, an edge like this was crucial to differentiating our firm, retaining our best clients and acquiring new ones.”

Harvey Handelsman, CPA, CA Accounting Affiliate Since 2008

STEP 1

STEP 4

STEP 2

STEP 5

STEP 3

STEP 6

STEP 1Client Value

Audit

STEP 2STEP

5

STEP 6

STEP 3STEP 4

Prog

ramPro

po

sal

Acc

ou

nta

ble

Imp

lem

enta

tio

n

Stewardship &

Communicatio

n

Engagement

Letter

IntegratedPlanning

The Accountable Support Process™

Client portfolio assets are managed by Portfolio Stewards Inc., a subsidiary of Wealth Stewards Inc. on a discretionary basis and are held in custody with National Bank Correspondent Network. Portfolio Stewards Inc. is registered with the Ontario Securities Commision, the Financial Services Commission of Ontario and other provincial securities commissions.

Wealth Stewards Inc. 10 Four Seasons Place, Suite 1000 Toronto, ON M9B 6H7

Tel. (905) 891-6052 Toll Free. 1 (866) 515-5045

info@wealthstewards.ca wealthstewards.ca

If you would like to learn more about how you can work with Wealth Stewards Inc. and The Accountable Support™ Program please contact:

Paul Tyers, Managing Director ptyers@wealthstewards.ca Tel. (905) 891-6052 Ext.1