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 “There are few opportunities remaining to benefit from the small business tax regime. Integrated Corporate Life™ is a program that can complement an existing tax planning strategy.”
- Jim Pelot, B Comm, CPA, CA

Stonebrooke PWM is a team of knowledgeable and experienced financial professionals and specialists. We are dedicated to helping other professionals and entrepreneurs plan effectively through our Wealth Balanced approach.

We partner with compassionate, relationship driven professionals that strive to make a difference in their communities by providing unparalleled service to their clients. We aim to enrich lives together. 

Enriching lives together

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