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 / cybersecurity, identity theft
8 Ways to Protect Yourself From Identity Theft

Did you know? Digital identity theft rose by 218% during the course of the pandemic. Our partners at Boxx Insurance offers 8 tips to protect yourself and your loved ones.

Mar 22nd, 2022 | By: CapriCMW
Personal Insurance / Home Insurance, Water Damage
8 Ways to Prevent Water Damage in Your Home

Water damage continues to be the leading cause of insurance claims in Canada. From flooding to burst pipes, it is important to take precautions to protect your home and assets.

Feb 22nd, 2022 | By: CapriCMW
Personal Insurance / mental health, nature therapy, nature prescription
Healthcare Professionals in Parts of Canada Can Now Prescribe Year-Long Park Passes

Thanks to a newly announced partnership between Parks Canada and PaRx, Canada’s first national nature prescription program, doctors in BC, Ontario, Saskatchewan and Manitoba can now prescribe Parks Canada Discovery Passes.

Feb 2nd, 2022 | By: CapriCMW