Providing innovative, practical and secure solutions to business owners and their families. The diverse and extensive experience of our team enables us to successfully align with personal and corporate goals. We are independent wealth advisors with a mission to help you achieve complete financial freedom.
Our low fee, alternative, and transparent solutions deliver results that our client-families have been rewarded with for decades. As a company with three generations of family involvement and over 40 years of success, we enjoy a certain stability that enables us to foster long-lasting relationships with our clients and partners.
Our low fee, alternative, and transparent solutions deliver results that our client-families have been rewarded with for decades. As a company with three generations of family involvement and over 40 years of success, we enjoy a certain stability that enables us to foster long-lasting relationships with our clients and partners.
Services
Founded in 1981, CAPCORP has become one of Canada's leading independent financial services companies. Our clients range from large national organizations to the individual investor. Our success is derived from a commitment to developing and maintaining quality, long-standing client relationships. Our independence allows clients to access products offered by most insurance companies, trust companies, and other financial institutions in Canada.
Whether you are a start-up or an established multinational enterprise, with 2 employee's or 2000 your benefit needs are unique. Our first priority is to understand your business - the competition, your company-culture, your hiring challenges, and the factors that make you most successful. We design a program that meets your specific need to balance cost control with flexibility and employee engagement.
From the launch of your business to a successful exit, CAPCORP provides effective counsel and tactical advice so you capitalize on the value of your success. Understanding your goals, your values and your desired legacy are core to any financial plan. To help you plot a path forward, we need to understand where you are today.
Successful people share similar traits, but situations are all unique. We begin with a personalized discussion and a detailed review of your financial statements, risk attitude, goals and objectives. We begin with the end in mind - purpose driven investing. Our comprehensive financial plan synchronizes all aspects of your busy and often complicated financial situation.
