Affluent Families

Cortes, Wealth & Estate Planning puts you in control of your financial success. Like many of our clients, your family is a priority. When you partner with us, you gain a sounding board for critical life decisions. We use our extensive knowledge about investments, taxes, accounting, estate and charitable issues to chart a clear pathway to personal financial success. We go beyond what many clients expect—raising the right questions, researching the issues and offering you solutions. We enable you to stay on track for building a secure financial future.


To schedule your data meeting (60 minutes) to explore every aspect of your wealth & estate planning… focus in your wealth accumulation, de-accumulation and estate planning to preserving your legacy –

Please, contact us 416-549-5900 or email us at pedroc@corteswealthplan.com
We will contact you shortly to set up a time to talk.

Other Areas

Dentists
As a dental professional, you balance the daily responsibilities of caring for the oral health of your patients with running and managing a business.
Physicians
When you set up your corporation, you knew what you hoped to achieve—higher savings, lower taxes and more investment options. Now you need to make sure your estate plan doesn't make the Canada Revenue Agency the chief beneficiary of those achievements.
Small Business Owners
Your wealth & estate plan, no matter how complex, can be implemented anytime before you pass, as long as you are still legally competent.