build | Grow | Preserve
More ABOUT ME
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.
Mike Capesky
Qualifications
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Accredited by the Investment Funds Institute of Canada (IFIC)
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Financial Securities Advisor (FSA)
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Options & Futures Trading
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Labor Sponsored
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Qualified Member of CALU - Conference for Advanced Life Underwriting
Associations
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Member of Mutual Fund Dealers Association of Canada as an authorized dealer with Quadrus Investments Services Ltd
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Member of Advocis - Financial Advisors Association of Canada
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Member of Million Dollar Round Table - Premier Association of Financial Advisors
Your Financial coaching Team
Tiff-Dog
Security & Snuggles
Welcome to Capesky Insurance - We don't Bite
Dan Hositic, Consulting Services
Mike is a very caring and competent financial advisor who provides excellent analysis and recommendation for his clients and referrals.
Linda Woolley,
President Nortek Solutions Inc.
Mike has been our insurance agent and financial advisor for many years. He is friendly, knowledgeable and attentive. He routinely thinks out-of-the-box when proposing plans. I would highly recommend him to others.
Dr. Shamoon,
Medical Doctor
If all financial and insurance products are perceived as equal, then the only difference what I perceive would be the agent who would make recommendations based on your personal needs analysis.
Laura Drummound, Global Client Executive
Mike has been our families personal advisor for several years. He is forward thinking, creative and always has his client's best interest in mind
Chris Husdon,
Director, Business Development
Mike is a knowledgeable trusted advisor who cares deeply about his clients. Mike brings many years of experience and success to the table and is know for his creative customized approach to each of his clients.