Ed Arbuckle

Ed’s firm, Personal Wealth Strategies, is a fee-based family wealth planning practice in Waterloo, Ontario. Personal Wealth Strategies provides a broad range of personal financial planning and tax advice to clients in the Waterloo and Toronto areas. Ed was formerly a tax partner with an international accounting firm. He is a Fellow of the Institute of Chartered Accountants of Ontario and qualified as a Certified Financial Planner and a Trust and Estate Practitioner in 1999.

Personal Wealth Strategies offers a wide variety of professional services dealing with all elements of family wealth management and related personal implications. Managing family wealth and taxes is central but helping families deal with the broader implications of family responsibilities such as passing wealth to the next generation or educating children to be good financial managers are equally important. Personal Wealth Strategies provides professional advice in the areas of personal tax planning, estate planning, investment strategies, personal risk management, lifestyle issues and family philanthropy. Helping individuals employed in technology companies manage income taxes with their unique problems is becoming a more significant part of Personal Wealth Strategies practice.

Personal Wealth Strategies
Waterloo, Ontario
(519) 884-7087
Toll free: (877) 883-3970