Home / Wealth Management

Wealth Management

New World Agency realizes that athletes should be focusing on their performance on the field, not on the performance of their portfolios. Our partnership with trusted financial analysts from leading wealth management firms affords our clients the comfort of knowing their assets are in safe hands while they focus on their games. Experienced managers help clients develop personalized insurance programs, optimize their tax returns, and diversify their assets to ensure long-term financial security and access to expertise that will meet their individual needs at any stage of their careers.

Professional personal tax and advisory services are provided from the accounting firm Pennock Acheson Nielsen Devaney (PAND).

PAND has extensive experience in preparing personal tax returns in both Canada and the United States and has a good understanding of the necessary compliance requirements and the knowledge base to prepare your filings in the most tax efficient manner.