Who We Are

Capital Wealth Management is a privately owned, comprehensive financial advisory firm based in St. Catharines, Ontario.

Our qualified advisory team has over 100 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.

Capital Wealth provides individual investors and business owners with honesty, integrity, accountability and the piece of mind they expect from their trusted professionals.

The biggest challenge in today's crowded marketplace of financial advice is where do I turn and whom do I turn to. Turn to a firm who can offer you independence, a firm that adheres to the highest ethical standards, a firm that is committed to the highest level of education and professionalism and finally a firm that is looking ot build long term relationships with our clients.

Capital Wealth Management's belief is that wealth creation is truly about the planning process and not simply about rates of return. Our firm has created a number of trademarked processes which assist in helping you get to the line of confidence financially. The Wealth Accumulation and The Wealth Transition Blueprints, Wealth Check for your reviews and Successcare for business succession and transition are tools we use to give you clarity and confidence within your financial landscape.

We welcome new clients and are happy to discuss how our firm can become a trusted advisor in helping you achieve any of your financial goals and dreams.