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Financial Planning

Investments management advice - Segregated Funds & Mutual Funds

Service Description

Retirement savings plan (RSP) Spousal retirement savings plan Locked in retirement savings plan (LRSP) Locked in retirement account (LIRA) Restricted locked-in savings plan (RLSP) Retirement income fund (RIF) Spousal retirement income fund Life income fund (LIF) Locked-in retirement income fund (LIRF) Restricted life income fund (RLIF) Prescribed retirement income fund (PRIF) Tax free savings account (TFSA)

Contact Details

19055717644

admin@capesky.ca

Oshawa, ON, Canada

Tel: 905-571-7644

Toll-Free 1-800-646-1125

Email: admin@capesky.ca

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Come visit us in person

@ 381 Taunton Rd. East

Oshawa, ON  L1G 0E1

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Thank you for your interest. We will be in contact shortly!

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Insurance products, including segregated fund policies, offered O/A Callery & Capesky – Partners in Planning through Wm. Callery Agencies Inc. and Capesky Insurance & Wealth Management Inc.; investment representatives Brian Callery, Mike Capesky and Steven Mosolanczki offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

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