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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Recent Blog Posts

Personal Insurance / wildfire, emergency preparedness, okanagan
Protect Yourself, Your Family and Your Home Against Wildfires

Wildfire season can be an incredibly traumatic time. With wildfires in the Okanagan now leading to…

Jul 19th, 2018 | By: CapriCMW
Personal Insurance / seasonal property, vacation home
What Every Owner Should Know About Insuring Their Vacation Home

There are major differences between coverages for primary and seasonal homes.

Jul 18th, 2018 | By: CapriCMW
Personal Insurance / wine collection, wine collector, valuable collection, fine wine
6 Tips for Properly Insuring Your Wine Collection

The experienced Risk Advisors at CapriCMW's Private Client Services offer 6 tips for wine collectors…

Jun 20th, 2018 | By: CapriCMW

What our clients are saying about us

CapriCMW has your back, puts it's customers first, and employs an exceptional group of people. I can't say enough great things about my experience here. I used to think it didn't matter where I renewed my car insurance, but now I know first hand that there is a huge difference, and I'll never go anywhere else.

Daryl D., Kelowna

I can only wish all insurance brokers I've dealt with were as good as CapriCMW. Kind, informative and excellent guidance on my home, car and motorcycle insurance.

Jim A., Vernon

I have been dealing with CapriCMW for about 5 years and have always found them to be attentive and knowledgable. Even though I live in another part of the city now, I make the drive to CapriCMW, it's worth it to me.

Eric, Kamloops

The team at CapriCMW is so nice and helpful. Kelly Ann and Tannis stand out as I've dealt with both of them and they were nothing but awesome. Tannis even went above and beyond by catching a mistake made by ICBC and rectifying it right away. I can't recommend CapriCMW enough!

Sara N., Kelowna

I would recommend CapriCMW without hesitation. Kayla at the Powick Rd office in Kelowna called to remind my of my upcoming car insurance which I completely forgot about until it was about to expire. I called Kayla in desperation and she drove out to my house with paperwork in hand! Service like this is why CapriCMW has been around for decades and will continue to be so. Many thanks!

Heather W., Kelowna

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