Plan Today, Prosper Tomorrow
The Real Wealth Check-Up™
Tax, estate, insurance & retirement readiness — working together to keep more of what you’ve earned.
The Real Wealth Check-Up™ brings together The Accounting Place’s tax specialists, Castlemark’s estate and insurance experts, and Croft Financial Group’s investment managers — in four complimentary assessments that give you a complete, integrated picture of your financial life.
25+
Years serving Canadian taxpayers & businesses
3
Years of prior returns reviewed, free of charge
$0
Cost for all four Check-Up assessments
1
Dedicated RWM™ Coordinator managing everything for you
Why the Real Wealth Check-Up™ matters
Tax is the single largest drain on Canadian wealth.
Most Canadians overpay their taxes — not because they’re dishonest, but because the tax code is complex and most returns miss legitimate deductions, credits, and planning opportunities. That’s where The Accounting Place comes in. For over 25 years, we’ve helped individuals, families, and business owners cut through the complexity and keep more of what they earn. The Real Wealth Check-Up™ is how we do that for you, at no cost, as the starting point of a complete financial picture.
Did you know?
Most Canadians leave money behind every year.
Our 3-Year Tax Recovery Audit reviews your last three returns for missed credits, unclaimed deductions, and rebates you may not have known you were entitled to. Many clients are surprised by what we find — at zero cost to them.
“If you are serious about reducing your personal or business income tax burden and building wealth at the same time — you’ve come to the right place.”
THE ACCOUNTING PLACE
FOUR COMPLIMENTARY ASSESSMENTS
Everything in your
Real Wealth Check-Up™
Led by our tax expertise, the Check-Up extends across estate planning, insurance, and retirement readiness through our integrated partners — giving you a complete view of your financial health in one coordinated experience.
Where an assessment uncovers an opportunity worth acting on — returns worth refiling, a plan that needs updating, a coverage adjustment, or a retirement strategy to put in place — you can choose to take it further. Any additional services are scoped and priced transparently before any work begins, and nothing is engaged without your explicit agreement.
the process
Fast, simple, no surprises.
Your dedicated Real Wealth Management™ Coordinator handles the scheduling and coordination between our tax team and the Castlemark and CFG specialists. You just show up for the conversations.
01
request your check-up
Submit the form below. Your RWM™ Coordinator will be in touch within one business day.
02
share your returns
A secure, simple process to share your prior years’ tax information with our team.
03
meet your specialists
Brief, focused conversations with our tax team and the Castlemark estate, insurance, and retirement specialists.
04
get your findings
A clear report of what we found — money left behind, gaps identified, and what to do next.
Your Real Wealth Management™ Coordinator
One dedicated contact manages your entire Real Wealth Check-Up™
From tax review to estate, insurance, and retirement assessments — so you don’t have to.
25 years of helping Canadians keep more of what they’ve earned.
The Accounting Place has been trusted by individuals, families, and business owners across Canada since 1999. Our partnership with Croft Financial Group and Castlemark Wealth Management means we can now offer you a complete view of your wealth — tax, estate, insurance, retirement readiness, and investments — all in one place.
Part of the Croft Financial Group family of companies
Croft Financial Group
Investment & Portfolio Management
Castlemark Wealth Management
Financial Planning, Estate & Insurance
The Accounting Place
Tax Planning & Accounting
Start your Real Wealth Check-Up™
Submit your request and Bella White, your RWM™ Coordinator, will be in touch within one business day.