Wealth Management Accounting Services
Our wealth management accounting services are designed for individuals and families living in Edmonton & Calgary with significant or complex finances.
We offer compliance and strategy. This includes coordinated reporting across assets, tax planning that looks years ahead, and support for transitions such as retirement, inheritance, or succession.
As you aim to grow, preserve, or pass on your wealth, we’ll guide you with clarity and confidence.
Investment Portfolio Tracking
Keeping track of investments across multiple platforms or asset classes can be time-consuming and inconsistent. We provide consolidated reporting that helps you understand your overall performance, risks, and opportunities. Our accounting team keeps you informed and organized, with regular updates and accurate records that support smarter financial decisions.
Tax Optimization Strategies
High-net-worth clients often face complex tax scenarios, but we help simplify and manage them effectively. From minimizing capital gains to balancing income streams and maximizing deductions, we bring a detailed eye to your entire financial picture. We also help time key transactions, like asset sales or withdrawals, to reduce tax exposure and protect your bottom line.
Estate and Succession Planning
If you’re preparing to pass on wealth to family or step back from a business, proper planning makes the transition smoother. We assist with wills, trust structures, business exits, and documentation to avoid unnecessary taxes and legal issues. With careful coordination, we help you carry out your intentions while protecting your legacy.
Firm Commitment
When it comes to managing wealth, we know you're not just looking for basic accounting. You're looking for a team that understands the full picture: investments, assets, risk, and future planning.
At Liu & Associates, we bring clarity to complex finances so you can protect what you've built. Our advice is personalized, practical, and focused on your long-term goals.
Why Choose Liu & Associates
Every financial situation is different, which is why we don’t take a one-size-fits-all approach. We help organize your existing investments and track how each asset contributes to your larger goals.
Our team works with your financial advisor or investment manager to align your accounting and portfolio strategy, giving you a unified, tax-aware plan. We also help evaluate opportunities and timing for major financial moves so your money is always working in the right direction.
Asset protection is about planning ahead. We help assess risk across all areas of your wealth, including real estate, private investments, and business interests. Our team also keeps you informed about changes to tax law, regulatory obligations, or financial shifts that could impact your long-term plans
It’s our job to make sure you’re protected, not just profitable.
Do I Need A Wealth Management Accountant?
If your finances are growing more complex, now is the time to build a smarter accounting plan.
Liu & Associates supports individuals and families in Edmonton, Calgary, and surrounding areas with professional, customized wealth management accounting.
We’ll work with your existing advisors or help you build a financial team from the ground up. As you grow your investments or prepare to pass them on, we offer the insight and structure to help you move forward with confidence.
Contact us today to schedule a consultation and see how we can support your long-term goals.
FAQs
Wealth management accounting goes beyond basic bookkeeping. It combines strategic financial planning, asset coordination, investment tracking, and proactive tax management. Regular accounting may help with annual filings, but wealth management accounting is ongoing and forward-looking.
We track your retirement savings, forecast income needs, and advise on the most tax-efficient way to withdraw funds. This includes helping you decide when to start taking from RRSPs, how to integrate CPP or OAS, and how to manage investments for income stability. The goal is to make retirement sustainable and financially secure.
Yes, especially when the two are closely tied, as they often are for entrepreneurs or professionals. We coordinate your business and personal finances to create a seamless strategy that considers income, tax exposure, and long-term growth. This often includes compensation planning, dividends, asset ownership, and retirement funding from multiple sources.