PROFESSIONAL RELATIONSHIPS
At Bow Valley Private Wealth Management, we believe the best outcomes for clients are achieved through collaboration with trusted professionals. Financial planning does not exist in isolation — it works best when aligned with accounting, tax, and legal expertise.
We actively work alongside independent accountants, CPAs, and lawyers to ensure our clients receive coordinated, well-rounded advice across every aspect of their financial lives — from tax planning and business strategy to estate planning and legacy design.
Our firm is always open to building new professional relationships with:
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Accountants and CPA firms
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Tax specialists and corporate advisors
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Lawyers specializing in wills, estates, succession, and business law
We are particularly interested in expanding our collaborative network across Alberta, British Columbia, and Ontario, while maintaining strong local relationships in the Bow Valley and Canmore area.
Below are a few of our existing professional collaborations, which help us deliver integrated, practical, and forward-looking advice to our clients.
Optimize CPA
Integrated Financial & Tax Advisory Partnership
Our collaboration with Optimize CPA allows Bow Valley Private Wealth Management clients to benefit from fully integrated financial planning and accounting expertise. By working closely with James Early and his team, we align investment strategy, retirement planning, and wealth structuring with proactive tax planning, corporate accounting, and reporting considerations. This coordinated approach helps clients make better-informed decisions, improve tax efficiency, and avoid gaps between financial planning and accounting execution — particularly for business owners, incorporated professionals, and families with more complex financial needs.
ALPINE LAW
Scott A. Davidson Barrister & Solicitor
Our collaboration with Alpine Law allows Bow Valley Private Wealth Management clients to benefit from coordinated financial and legal planning across both personal and business matters. Working with Scott and his team, we help ensure that financial plans are properly supported by well-structured legal foundations — from wills, powers of attorney, and personal directives to corporate structuring, governance, contracts, and succession planning. This integrated approach is particularly valuable for families, entrepreneurs, and business owners who want clarity, protection, and alignment between their financial strategy and legal documents, both during their lifetime and as part of their long-term legacy.
How Clients Benefit
Through this partnership, clients gain:
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Holistic financial and tax planning, where investment, retirement, and estate strategies are coordinated with tax considerations
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Strategic corporate planning for business owners, including shareholder remuneration, retained earnings management, and corporate investment structures
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Tax-efficient retirement income design, integrating registered accounts, corporate assets, pensions, and other income sources
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Cross-border and international coordination, where applicable, ensuring compliance and efficiency across jurisdictions
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Estate, succession, and insurance planning, designed to protect family wealth and support smooth transitions
Our teams collaborate behind the scenes to ensure that your financial plan reflects current tax realities, business performance, and future opportunities — without you having to manage multiple advisors independently.
A Unified Advisory Experience
Clients remain supported by one coordinated team, with Bow Valley Private Wealth Management acting as the central point of contact while working closely with Optimize CPA on technical tax and corporate matters.
This approach provides:
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Clear communication
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Proactive planning
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Fewer surprises
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Better long-term outcomes
