Our guiding belief when it comes to your wealth,
without hesitation, is that “Success is Predictable”. This is the foundation of who we are and what we do.
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.