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
Personal Insurance Resources
Personal Insurance
Insurance Implications of a Side Hustle
As inflation and interest rates remain at the highest levels seen in decades, many Canadians have been exploring different options to for supplementing their income. If you are planning to begin taking on freelance or part-time work alongside your…
Personal Insurance
How Safe is Your Password?
Cybercrime is more rampant than ever before - attacks are growing in sophistication year by year with the potential impact on victims becoming more severe and widespread. It is predicted that the damage caused by global cybercrime will cost $10.5…
Personal Insurance
New BC Regulations to Increase Minimum Contributions for Contingency Reserve Funds
As of November 1, 2023, new regulations will come into effect that increases the minimum amount developers and strata corporations in BC are required to contribute towards contingency reserve funds.