build | Grow | Preserve
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Passionate About Helping My Clients
After 35+ years of working with clients and their families Mike has demonstrated a passion and commitment to helping each of his clients build, grow and maintain their personal financial goals.
Utilizing an extensive network of talented local professionals (accountants, lawyers, mortgage specialists) we develop a plan that balances our client's present financial needs & future goals.
Back in the mid-'80's Mike got his start in the world of finance when he "cut his teeth" on the TSX trading floor. In 1989 Mike transitioned to Life insurance and Estate planning with Sun Life and Prudential. Mike founded Capesky Insurance & Wealth Management Inc. in 2001 as an independent, self-employed, financial security advisor, offering his clients comprehensive financial planning designed and developed by a team of experts. We help you maximize your financial situation, and address any financial apprehensions, leading to peace of mind for you and your family.
No insurer holds an ownership interest in Capesky Insurance & Wealth Management Inc., nor does Capesky Insurance and Wealth Management Inc. hold a significant interest in any insurance company.
Accredited by the Investment Funds Institute of Canada (IFIC)
Financial Securities Advisor (FSA)
Options & Futures Trading
Qualified Member of CALU - Conference for Advanced Life Underwriting
Member of Mutual Fund Dealers Association of Canada as an authorized dealer with Quadrus Investments Services Ltd
Member of Advocis - Financial Advisors Association of Canada
Member of Million Dollar Round Table - Premier Association of Financial Advisors