Wealth Management

Our mission at Capri Wealth Management is to provide professional, ethical and comprehensive wealth management services that help our clients achieve a successful and fulfilling financial future.

Our five financial planning professionals with more than one hundred years of combined experience first help clients identify and prioritize their investment, estate, retirement, and insurance needs. We then work with our clients to choose solutions and opportunities that meet their immediate and long term financial and life goals.

Established in 1993, Capri Wealth Management is an independent firm that now manages over $140 million in investment and pension assets for thousands of clients.

Wealth Management Services

  • Financial Planning
  • Retirement
  • Estate Planning
  • Education Planning
  • Tax Planning
     

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Personal Insurance Resources

Personal Insurance / ICBC, auto insurance
Video: What Policy Changes Can I Make Through ICBC's New Online Renewal Process?

CapriCMW's Auto Insurance Advisors explain the types of policy changes that you can make when renewing your insurance with ICBC online.

Jun 22nd, 2022 | By: CapriCMW
Personal Insurance / ICBC, auto insurance
Video: Who is Eligible for ICBC's New Online Renewals?

CapriCMW's Auto Insurance Advisors explain eligibility criteria for ICBC's new online renewal process.

Jun 17th, 2022 | By: CapriCMW
Personal Insurance / wildfire, emergency preparedness
Wildfire Preparedness Tips to Protect Your Family and Your Home

Each year on average, there are 1,600 wildfires in BC. If you live in an area prone to wildfires, there are a number of steps you can take to effectively prepare and protect your family and your home.

Jun 10th, 2022 | By: CapriCMW