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 / ICBC, auto insurance
ICBC Introducing Usage-Based Discounts Beginning in 2023

As part of its intended shift towards more personalized insurance products, ICBC will be introducing new usage-based insurance options over the next several years. The first of its usage-based offerings will be available in 2023, a discount on certain…

Nov 24th, 2022 | By: CapriCMW
Personal Insurance / Additional Insured, Named Insured
Three Types of Insureds Explained

Are you aware of the differences between Named Insureds, Unnamed Insureds (also known as simply Insureds) and Additional Insureds? They are often confused, but the distinction is very important to understand. 

Nov 18th, 2022 | By: CapriCMW
Personal Insurance / ICBC, auto insurance
ICBC to Introduce New Distance-Based Discount for 2023

BC drivers who qualify for the new distance-based discount will save between 5 and 15 per cent on certain ICBC optional coverages.

Sep 29th, 2022 | By: CapriCMW