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Ed Arbuckle

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


Articles

US Voluntary Tax Disclosure Program Ends (Download)

Seniors And Home Modification Tax Benefits (Download)

Seniors, Vulnerability And Legal Consequences (Download)

Retirement: New Times – New Rules (Download)

Disability – A Long-Term Funding Structure For Families (Download)

Haven’t Properly Surrendered Your Green Card? -The IRS May Soon Ask If Your Us Tax Filings Are Up To Date (Download)

Disability Tax Credit – Adaptive Functioning Alert (Download)

US Voluntary Disclosure Program Updated (Download)

New Tax Rules Change Will Drafting (Download)

Guaranteeing Retirement Income (Download)

Trusts, Taxes And Disability (Download)

Income Tax Folios Three Cheers For The CRA (Download)

"US Expatriation – A Hot Topic These Days" (Download)

Investing At Ground Zero Calculating Your MM Factor (Download)

"Canadian Mutual Funds And EtFs A train Wreck For Americans" (Download)

"US Tax Reform And Their Fiscal Cliff" (Download)

"U.S. Tax Filing Obligations" (Download)

"Estate Planning for Children" (Download)

"The Henson Trust Explored" (Download)

"Disability Tax Credit Review and Analysis" (Download)

"Tax Credits for Special Needs Individuals" (Download)

"Financial Planning for a Special Needs Person" (Download)

"Deducting Losses on Worthless Investments" (Download)

"CRA Relief Provisions/Amended Tax Elections" (Download)

"Using Corporations to Hold Investments" (Download)

"U.S. Citizens - Have You Filed Your 1040?" (Download)

"Plan Your POA for Property Carefully" (Download)

"Investment Write-Offs" (Download)

"Tax Tactics In A Down Market" (Download)

"Foreign Assets - A Must Letter To Your Advisor" (Download)

"Planning For The Disabled" (Download)

"Some Will Planning Thoughts" (Download)

"Investment Holding Companies" (Download)

"Putting Your Will in Motion Before Death" (Download)

"Financial Planning for Prime Time Women" (Download)

"Designating RRSP and RRIF Beneficiaries" (Download)