Capital Wealth Management is a privately owned, comprehensive financial advisory firm based in St. Catharines, Ontario. Our qualified advisory team has over 110 years of combined financial planning experience. Capital Wealth provides expertise to assist clients with wealth management, risk management, estate planning, and business succession and transition planning.
Services
David specializes in providing comprehensive financial advice to business owners entrepreneurs and the individual investor. His success in developing creative business strategies while adapting to a changing world is a continual inspiration to both his clients and colleagues. Jason is an expert in the financial services industry, first with London Life, and then as a Senior Partner at Capital Wealth Management.
Capital Wealth Management is an independent financial planning firm with a license to do investment and financial planning work in the Province of Ontario. Our parent company is Power Corporation of Canada. Power Corporation of Canada is a diversified international management and holding company with assets under management of 1.2 trillion dollars and employs 38,000 individuals around the world.
Professional recommendations are made as a result of in-depth knowledge of the subject matter, while adhering to specific standards that protect client interests. Professionals are experts in their fields. The recommendations have consequences for the advice-giver and the advice-taker and must reflect insight and prudence.
Capital Wealth Management is an independent, privately owned wealth management firm. Our firm has over 120 years of combined financial planning advice among our planning advisor team. We also have a specialty in comprehensive financial planning, retirement income planning and estate and legacy planning.
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