Terra Cotta Private Wealth Inc. is a multi-talented wealth management advisory group serving affluent individuals, business owners, executives, and professionals; our goal is to celebrate with our clients when they achieve their life goals and milestones.

The Terra Cotta User Experience

Which of the following best describes your situation?


    wealth management for entrepreneurs and business owners

    As a successful entrepreneur you have worked hard to continually expand your business. We use dedication and innovation to assist you in growing and protecting your wealth.

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    financial advisors for dental and medical professionals

    Like any dental or medical professional, you are more concerned about booking appointments a nd managing your practice. We will design an investment and financial plan so you can spend more time focusing on your practice.

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    financial management advisor for corporate executives

    By working long hours through countless nights, you are ensuring your family’s financial security, as well as trying to reach financial independence sooner. We will strategize an investment plan to aid you in attaining your financial goals.

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    wealth advisors for retirees

    After working all through your life, you are now able to step back and enjoy life on your own terms. We will focus on securing your investments and ensure the integrity of your financial plan for a long, fulfilling retirement.

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    managing liquidity events

    Situations such as receiving a significant inheritance, selling your business or attaining significant wealth can come with a lot of questions and challenges. We can assist you in tax-efficient deal structuring to investment management. Our expertise will help you capitalize on your liquidity event.

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    estate succession planning

    Is your succession plan up-to-date? We can assist you in creating an estate and succession plan to ensure your assets are transferred in an orderly, tax-effective manner

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The Headwaters Equine Leadership Group will be celebrating excellence in the equine industry at the Headwaters Horse Country Excellence Awards Gala presented by Terra Cotta Financial Group on Wednesday, May 11th at the Best Western Plus Orangeville Inn & Suites.

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