Personal Wealth Strategies in Waterloo provides personal financial advice on a fee-for-service basis only. We are a broad-based professional practice dealing with all elements of family wealth management, estate planning and related personal implications. We specialize in matters surrounding planning for people with disabilities, with expertise in tax planning, use of Henson trusts and advising families on estate planning and income management. We also offer tax preparation services for US personal tax returns, Canadian personal tax returns and Canadian Trust Returns. Call us today to schedule a consultation with our financial advisers. more... See more text