A Personalized Approach for
A Life Well Planned

Welcome to Cap Wealth Management

We extend our warmest welcome for you to come discover our team at Cap Wealth Management. We believe that each client has unique needs and is entitled to quality personalized service.

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. Our team will provide you with just the right combination of financial services, support and guidance that make the most sense for you.

Our commitment to confidentiality, integrity, and lasting relationships assures that we will be there to help you each step of the way in the pursuit of your personal financial goals.

Our team provides wealth management services to business owners, executives, professionals, charities and also has a heart for single parent families and widows. We offer these services throughout Southern British Columbia, including Vancouver, Victoria and most of Vancouver Island. We also service clients in Kelowna, Penticton and Kamloops in the Okanagan.

Our Team

Get better acquainted with us and how we can help you

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

There is no passion to be found playing small - in settling for a life that is less than the one you are capable of living.
Nelson Mandela