Our Services for Accountants

Accountants 2We offer a range of tailored management services for accountants including:

  • Cascade Cash Management
  • Investment Management
  • Segregated Structured Products Portfolios
  • Credit Brokerage
  • Estate Planning

We provide an independent and reliable holistic back office service for tax specialists and their clients to complement their existing tax planning and any existing advisory relationships. We are well-versed in ensuring a wealth management solution goes hand in glove with the appropriate tax recommendations in place. Importantly, no part of the Tier One Capital group offers tax advice so we are free from any underlying structural conflicts of interest. 

Your Tier One Capital adviser will work with you to understand your clients' circumstances, long term goals and attitudes to risk so that your partnership and your client can enjoy the convenience of our expertise and comprehensive range of intermediary services for the lifetime of a client relationship.

Meet the Tier One Capital Team

Download Due Diligence Information and Cascade Overview