Wealth Management

The clarity you deserve. The growth you've earned. The harmony that comes from seeing the complete picture.

Most wealth managers see your portfolio. We see your entire financial ecosystem.

At Arcadia, we believe true financial success happens when your investment strategy works in perfect harmony with your tax planning*, business decisions, and retirement goals. This isn't just wealth management, it's comprehensive financial orchestration by professionals who understand both sides of your financial life.

Why choose accountants who also manage wealth?

The difference is integration. When your wealth management team also understands your business cash flows, tax implications and accounting realities, every investment decision becomes more strategic. We don't just grow your wealth – we grow it in the most tax-efficient, business-aligned way possible.

Our Collaborative Approach

Our mission is to work closely with each client to understand their needs and goals on both personal and professional levels. We earn your trust by taking a caring and strategic approach to your investments, navigating the path to achieving your current and future goals.

Our approach is to work collaboratively with the accountants at Arcadia and the licensed portfolio managers at TriCert Investment Counsel to create a comprehensive financial plan and quarterback the implementation to secure your future. We stay focused on this integration so you can continue to enjoy the things you love.

*Tax planning performed by Arcadia LLP Chartered Professional Accountants

Portfolio and Investment Fund Manager

Through a referral arrangement, Arcadia Wealth Management offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your Arcadia LLP Accountant and your Arcadia Wealth Management Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.

TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.

To learn more, visit TriCert.ca.