ACE connects you with selected, qualified specialists who help you handle bigger, more sophisticated cases with confidence. Think high net worth clients, business owners, tax strategies, estate and succession planning, key person and buy sell cases. If some of these don't sound familiar yet, that's exactly why ACE exists.
You stay in the driver's seat with the client. Your ACE works alongside you to help with strategy, technical insight, and case design. You'll know the compensation arrangement upfront, before any case work begins.
If you've ever come across an opportunity that felt bigger than what you were ready to handle alone, this is what ACE is for.
ACE Resources
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Established in 2014, with our Headquarters in Guelph, Ontario with associates throughout Canada and the USA. Our Mission statement is Building Financial Foundations for Families to Empower Them Today and Leave a Legacy for Tomorrow.
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