Capesky Insurance and Wealth Management was founded by Michael Capesky, whose career began as a runner on the Toronto Stock Exchange before moving to the Trans Canada Options Clearing House in the derivatives market and later to Nesbitt Burns on the institutional bond desk; after completing his Futures and Options licensing, he transitioned into financial advisory services with Sun Life’s Dundas branch in Toronto. Drawing on this deep capital markets experience, Michael established his own independent brokerage over 30 years ago in Oshawa, Ontario, building a practice that now serves clients across the province and country. Today, located at the Taunton Financial Centre, our office operates under one roof alongside trusted in-house partners — Brian Callery of The Callery Group, Mark Donaldson and Jerrett Robertson of SpringRocc Wealth — ensuring a collaborative, comprehensive approach to insurance, wealth management, tax, and estate planning. Built on a foundation of trust, innovation, and client-first service, we are proud that the majority of new clients come to us through referrals, reflecting our longstanding commitment to guiding generations of families and businesses through every stage of their financial journey.