We understand how frustrating it can feel to carry the responsibility of managing, growing and protecting your wealth and coordinating multiple advisors, many of whom have competing interests. You need someone by your side who understands your goals and has the financial knowledge and experience to guide you to make sure it is done right.
We provide a full-service approach to wealth planning and management that goes beyond just investments to reflect all areas of your personal life and business. Take yourself out of the advisor coordination role and let us act as the "CFO of your wealth." An independent, trusted advisor to take care of your financial present and protect your future.
We provide a full-service approach to wealth planning and management that goes beyond just investments to reflect all areas of your personal life and business. Take yourself out of the advisor coordination role and let us act as the "CFO of your wealth." An independent, trusted advisor to take care of your financial present and protect your future.
Services
Based in Oakville, Ontario, CK Wealth Management was founded by John Cruise and Frank Katsilieris to provide highly personalized and holistic wealth management services - the kind of experience typically only offered to ultra-high net worth clients. Through their combined wealth management and family business backgrounds, John and Frank provide a well-rounded perspective to business owners and professionals.
We act as your overall financial advisor to develop an integrated wealth management strategy that includes all the components to consider related to your personal life and business. As your Family's CFO, we not only help you create a personalized plan, we guide you through the years as you hit life's milestones, and we adjust your plan as needed.
We understand the frustration and time you can waste trying to manage multiple advisors, many of whom have competing interests. As your family's CFO, we will strategically integrate and introduce professionals from our network of advisors or engage with your existing relationships to ensure we have considered all areas of your plan.
We understand that talking about your finances can feel uncomfortable. It can also feel overwhelming with the amount of financial, tax, market and regulatory information available. To simplify the process, we have developed a step-by-step process. Only then can we develop a plan that reflects your personality, your comfort with risk and volatility, and that puts you on a path to reaching and achieving your life's goals.
Every client is unique and therefore has unique investment objectives. Our goal is to build a portfolio that is in line with those objectives and flexible enough to adjust as their goals and objectives change over time. We select managers who buy high-quality, undervalued stocks and hold them until the market recognizes their full value.
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