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
Resources
Personal Insurance
6 Ways to Prepare Your Home for Cold Weather
With the days getting colder and wetter, now is the time to begin preparing your home for the harsher winter conditions ahead. This fall, take these six steps to prevent damage to your property and avoid claims.
Personal Insurance
6 Tips to Getting the Travel Insurance You Need Now
As Canada recovers from the effects of the ongoing pandemic, travel has gradually resumed and begun picking up speed among Canadians. Here are six tips to help ensure you are adequate covered while away from home.
Personal Insurance
6 Tips for Protecting Your Strata Unit While You're Away
As travel within Canada and internationally resumes, you may be already have plans for your next vacation. Leading up to it, there are some important steps to take for protecting your property prior to leaving home.