Wealth Management
Our mission at Capri Wealth Management is to provide professional, ethical and comprehensive wealth management services that help our clients achieve a successful and fulfilling financial future.
Our five financial planning professionals with more than one hundred years of combined experience first help clients identify and prioritize their investment, estate, retirement, and insurance needs. We then work with our clients to choose solutions and opportunities that meet their immediate and long term financial and life goals.
Established in 1993, Capri Wealth Management is an independent firm that now manages over $140 million in investment and pension assets for thousands of clients.
Wealth Management Services
- Financial Planning
- Retirement
- Estate Planning
- Education Planning
- Tax Planning
Recent Blog Posts
Personal Insurance
CapriCMW's Best Motorcycle Trips in BC and Beyond: Part 3
CapriCMW 's passionate motorcyclists share the stories of their favourite overnight trips and their…
Personal Insurance
The Insurance You Must Have Before Beginning Construction on Your Home
Your regular home insurance policy may not cover a number of risks associated with a construction…
Personal Insurance
CapriCMW's Best Motorcycle Trips in BC and Beyond: Part 2
CapriCMW 's passionate motorcyclists share the stories of their favourite overnight trips and their…