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 / Real Estate, rental housing, affordable housing
BC Government Introduces Rental Protection Fund

The BC government has introduced a new $500 million fund to support non-profit housing organizations in purchasing affordable residential rental buildings and ownership co-operatives.

Jan 13th, 2023 | By: CapriCMW
Personal Insurance / travel insurance
Five Tips to Keep You Safe During Your Holiday Travels

If you're going to be away this holiday season, there are some important steps for you to take before and during your trip to keep you safe and protect your property.

Dec 16th, 2022 | By: CapriCMW
Personal Insurance / natural disaster, severe weather, climate change
Top Trends Affecting the Insurance Market for Natural Disasters

Over the past year alone, Canada was hit by two of the costliest natural disasters in the country's history – Hurricane Fiona (insured damage of $660 million) and the windstorm that swept through Ontario and Quebec in May (insured damage of $875 million).

Dec 8th, 2022 | By: CapriCMW