Updated: Mar 10, 2022
Check our our NEW Video - to give you a taste of what to expect when dealing with Capesky Wealth Management and our network of professionals.
Professional doesn't have to be boring or stuffy
“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.”
Quote from D. Shamoon (MD) from client satisfaction survey.
COMPLETE Financial Planning
Our firm specializes in creative tax planning ideas for business owners, and helping all people save, plan and transition into retirement. We focus on your needs, offering comprehensive financial planning designed and developed by a team of experts to help you maximize your financial situation, and address any financial apprehensions, leading to peace of mind for you and your family.
“Mike is a knowledgeable trusted advisor who cares deeply about his clients. Mike bring many years of experience and success to the table and is know for his creative customized approach to each of his clients.”
Quote from C. Hudson, (Director, Business Development) from client satisfaction survey.
investing customized for you
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.
Do you have questions about your finances? Speak to us about investments including RRSPs, TFSAs, & more.
We'll develop a plan that balances your current financial needs & future goals. Book an appointment to meet with Capesky Insurance & Wealth Management Inc. today: