Our passion is helping successful individuals gain complete financial clarity so that they can have an empowered future.

Capital Wealth Management is a privately owned, comprehensive financial advisory firm based in St. Catharines, Ontario. Our qualified advisory team has over 110 years of combined financial planning experience. Capital Wealth provides expertise to assist clients with wealth management, risk management, estate planning, and business succession and transition planning.

Our Unique Advice

Single Product Solutions

We help you with single product financial planning solutions based on your needs. Our compensation is paid by product suppliers.

Project Based Planning

This allows clients and potential clients to simply outsource a Capital Wealth advisor on an hourly project rate plan.

Trusted Advisor Engagement

We are entrusted to build strategic financial and retirement programs as well as manage and advise on one’s portfolio of financial assets. Our compensation is derived from the investment portfolio and insurance management.