At Corporate Planning Associates and CPA Securities, we are committed more than ever to providing comprehensive wealth advisory services tailored to your needs. With this objective in mind, we are excited about the enhancements we are making to serve you in the years ahead.

Our Plans: Renewed Strategic Focus

We are pleased to announce we are adding enhanced services for our clients modeled on an integrated approach to wealth management designed by our affiliate, WaterStreet Family Capital Counsel Inc. We will be offering our enhanced services under the WaterStreet Family Offices™ brand to reflect what we believe is the highest standard of Family Office service available in Canada today.

WaterStreet Family Offices was acquired by Scotiabank last year to lead the expansion of Scotiabank's Family Office services. WaterStreet received the top rank among Canada's Family Office services firms for 2009, 2010 and 2011 in the prestigious Euromoney Private Banking and Wealth Management Industry Survey. WaterStreet attributes this success to its commitment to helping families make wise decisions about their wealth, offering a wide array of independent solutions best suited to their needs. CPA is looking forward to adopting the WaterStreet Family Offices integrated approach to wealth management, to help our affluent clients and their families achieve their financial objectives.

The WaterStreet Family Offices business is led by Tim Cestnick and his experienced leadership team of professionals. Tim is one of Canada's best known commentators on personal finance matters. You may have read Tim's weekly column in the Globe & Mail's Report on Business. Based on WaterStreet Family Offices' approach to wealth management, and working collegially with your family and other advisors, CPA will offer an integrated service that has proven time and again to advance the financial interests of affluent clients and their families.