Private Client Services

It's your wealth, your life and your legacy. That's why we take it personally.

CapriCMW’s Private Client Services division offers solutions to protect your lifestyle and high value assets. Private Clients enjoy an elevated level of service, with assured privacy and convenience.  Through this confidential service, an experienced Risk Advisor works with you to conduct a personal risk analysis and design a comprehensive, customized insurance solution. We take time to understand your unique situation, offering 24-hour claims service, private meetings, and custom appraisals, among other Private Client exclusives.

With access to numerous experts and resources to help minimize your risks and potential impact of losses, Private Client Services integrates seamlessly with your wealth management team.

Our team is connected to local, national and international networks, and will meet your needs wherever they may originate.

Private Insurance Solutions

  • Home and Properties
  • Jewellery
  • Fine Art, Collections and Wine
  • Motor Vehicles
  • RVs, Watercraft and Yachts
  • Lifestyle Coverage
  • Travel Insurance

Recent Blog Posts

Personal Insurance / wildfire, emergency preparedness, okanagan
Protect Yourself, Your Family and Your Home Against Wildfires

Wildfire season can be an incredibly traumatic time. With wildfires in the Okanagan now leading to…

Jul 19th, 2018 | By: CapriCMW
Personal Insurance / seasonal property, vacation home
What Every Owner Should Know About Insuring Their Vacation Home

There are major differences between coverages for primary and seasonal homes.

Jul 18th, 2018 | By: CapriCMW
Personal Insurance / wine collection, wine collector, valuable collection, fine wine
6 Tips for Properly Insuring Your Wine Collection

The experienced Risk Advisors at CapriCMW's Private Client Services offer 6 tips for wine collectors…

Jun 20th, 2018 | By: CapriCMW

What our clients are saying about us

CapriCMW has your back, puts it's customers first, and employs an exceptional group of people. I can't say enough great things about my experience here. I used to think it didn't matter where I renewed my car insurance, but now I know first hand that there is a huge difference, and I'll never go anywhere else.

Daryl D., Kelowna

I can only wish all insurance brokers I've dealt with were as good as CapriCMW. Kind, informative and excellent guidance on my home, car and motorcycle insurance.

Jim A., Vernon

I have been dealing with CapriCMW for about 5 years and have always found them to be attentive and knowledgable. Even though I live in another part of the city now, I make the drive to CapriCMW, it's worth it to me.

Eric, Kamloops

The team at CapriCMW is so nice and helpful. Kelly Ann and Tannis stand out as I've dealt with both of them and they were nothing but awesome. Tannis even went above and beyond by catching a mistake made by ICBC and rectifying it right away. I can't recommend CapriCMW enough!

Sara N., Kelowna

I would recommend CapriCMW without hesitation. Kayla at the Powick Rd office in Kelowna called to remind my of my upcoming car insurance which I completely forgot about until it was about to expire. I called Kayla in desperation and she drove out to my house with paperwork in hand! Service like this is why CapriCMW has been around for decades and will continue to be so. Many thanks!

Heather W., Kelowna

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