The difference made by a team approach 

Helping you secure the financial future that you’ve envisioned for you and your family – it’s why we do what we do. Over the years, we’ve found that bringing your vision to life often requires more than a sound investment strategy. That’s why we work shoulder to shoulder with your independent accountant, lawyer or other professionals to ensure your wealth plan is synchronized, sophisticated and personalized.

Geoff’s training as a Chartered Professional Accountant and Michael’s background in Wills & estate planning often come in handy in this team approach. We’re able to speak the same language, collaborate effectively and operate like a “family office” to achieve real results for our clients.

A word from Paula, our longtime client

It was finally time to downsize to a condo, and we got lucky as it didn’t take long for us to find the perfect place for our needs + a few wants! Timing wasn’t perfect, but we went for it – we purchased the condo, and put our house up for sale. The purchase of our soon-to-be-home closed in April and the sale of our old house closed in September – a 5-month gap we suddenly had to make work!

Thank goodness for The Pearlstein Wealth team… our panic quickly turned to relief. They really rallied with our other advisors to make it happen. They looked at various options and coordinated with my accountant to come up with a tax efficient plan to raise the funds. They quickly arranged the whole thing with our lawyer, accountant, banker and investment account, and on April 29th we got a call from Geoff who told us a cheque was waiting for us at our RBC bank branch.

We couldn’t be happier with how SIMPLE and manageable the whole process was. All that’s left to do now is settle into our new home!

– Paula