Collins Barrow Toronto launches e-tool for high net worth individuals

 

Toronto, ON – Collins Barrow Toronto has launched a new tool that empowers high net worth individuals, helping them understand their financial outlook. Debuting today, What’s Your Number gives business owners (specifically those with holding companies) a clear picture of their financial position, calculating anticipated inflows and outflows to quantify the “Number” that will help them achieve and maintain their planned lifestyle. 

 

“By revealing valuable, actionable insights about a client’s financial status, this new tool puts them on the path towards more prudent decision-making and better capital management,” says Michael Allen, partner, Collins Barrow Toronto LLP. “By proactively anticipating and confronting gaps or challenges before they arise, clients can capitalize on strategic planning and growth opportunities.” 

 

To make the most of What’s Your Number, users simply enter information about corporate holdings, personal assets and future financial plans in five easy steps. The ideal amount needed to meet lifestyle goals is automatically calculated and shown on screen. (This is also provided as a downloadable report.) An expert CB advisor can help interpret the results and provide greater insights on capital enhancement strategies. 

 

For more information:

 

Michael Allen

Partner

Collins Barrow Toronto LLP

mallen@collinsbarrow.com

416.322.1659

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Abigail Gamble

Media Relations

Akcessia | Mayk Ideas

agamble@collinsbarrow.com

647.727.3584

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About Collins Barrow

 

Recognized as Canada’s mid-market leader for audit, tax and advisory solutions, our association of 26 independent member firms comprises the eighth largest public accounting group nationally by revenue. Through our strong network infrastructure, shared expertise, resources and offices from coast to coast, we provide clients ranging in size from large, publicly traded companies to owner-managed and emerging businesses with a full complement of professional services across every major industry sector.