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
     

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Personal Insurance Resources

Personal Insurance / Property Management, strata
8 Summer Safety Tips for Your Strata

With sunny, longer days now upon us, many homeowners have started on projects both indoors and outside. Check the below off your to-do list to keep your home and garden in tip top shape all season long.

Jul 26th, 2022 | By: CapriCMW
Personal Insurance / Cyber Insurance, cybersecurity
4 Ways Personal Cyber Insurance Protects You and Your Family

More Canadians are falling victim to cybercrime than ever before. Here are four ways that personal cyber insurance can limit the impact of an attack on you and your family:

Jul 7th, 2022 | By: CapriCMW
Personal Insurance / ICBC, auto insurance
Video: What Policy Changes Can I Make Through ICBC's New Online Renewal Process?

CapriCMW's Auto Insurance Advisors explain the types of policy changes that you can make when renewing your insurance with ICBC online.

Jun 22nd, 2022 | By: CapriCMW