The biggest financial mistake people make is their own. 2 in 5 Canadians site MONEY as their # 1 source of stress. Capesky Insurance and Wealth Management Inc. is a family oriented company. We take pride in our personalized plans and exceptional customer experience driven by core family values, Honesty, Integrity and Service to others.
Our firm specializes in creative tax planning ideas for business owners, and helping all people save, plan and transition into retirement. We offer an exclusive program called The Sleep Better Solution, designed and developed by a team of experts to help you maximize your financial situation, and fix any financial apprehensions, leading to peace of mind for you and your family.
Our firm specializes in creative tax planning ideas for business owners, and helping all people save, plan and transition into retirement. We offer an exclusive program called The Sleep Better Solution, designed and developed by a team of experts to help you maximize your financial situation, and fix any financial apprehensions, leading to peace of mind for you and your family.
Services
We place insurance business and investment directly with, Canada Life Assurance Company, Canada Protection Plan, and Travelance. Insurance products, including segregated fund policies, are offered through Capesky Insurance & Wealth Management Inc., and Investment Representative Mike Capesky offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.
When diagnosed with a critical illness, you can receive a lump sum payment to spend on whatever you need so you can stay focused on your recovery. That's why you need critical illness insurance. Offers income protection to individuals who become disabled for a long period of time, and as aresult can no longer work during that time period.
If you choose to purchase a product through us, Capesky Insurance and Wealth Management Inc, will be paid by the company that offers that product. Capesky Insurance and Wealth Management Inc. is compensated by a sales commission for most products at the time of sale, and may receive a renewal (or service) commission if you retain that policy with the insurance company.
Capesky Insurance and Wealth Management Inc. may also be eligible for additional compensation, such as bonuses and non-monetary benefits, such as travel incentives. This compensation depends on various factors such as the volume of business placed with a particular company during a given time period.
Reviews (5)
Julie Jimin
Jan 10, 2022
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FOREX INVESTMENT I never believed my life will change in such a manner, i saw a review on a page about MRS CHARLOTTE WAYNE and before then i have never risk money doing anything online with anybody because i think i was so wise and never want to be cheated, but when i contacted her and she explained everything to me concerning trading and the… profit i can make within a week i was convinced to give a trial and why i risked to invest 500$ was because i don't need to send her the money but to create and fund my trading account all by myself and give her the access to manage my trading account
Rafael Scasserra
Nov 09, 2021
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Eva Rovin
May 29, 2021
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Karelle Bhagwandat
Nov 14, 2018
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I am pleased and satisfied with the service Mike Capesky and his team have provided me over the past 2 years. He is honest and seems to consider my best interests at all times. I am constantly in communication with Alana Capesky and am impressed with the efficiency, throughness and kindness when interacting with her.
Linda Stevenson
Jan 22, 2018
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