PTIC was established in 1995 & instituted it with the vision to be the most respected and referred wealth management group. We are a team of wealth managers who focus on helping you realize your goals. Wealth management brings together financial planning and investment management. The team’s very significant experience in taxation and accounting is an invaluable asset in maximizing the tax efficiency of client portfolios. We implement tax efficient strategies in our investment and financial planning to ensure our clients keep as much of their gains as possible. We are known for superior client service, which means that we are accessible to our clients, willing to be measured according to their expectations, and we are proactive and clear communicators. Our business is comprised of friendly and informed staff who maintain high levels of integrity.
