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.
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.
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Raymond James (USA) Ltd. All rights reserved.
Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.
This website may provide links to other internet sites for convenience of users. Raymond James (USA) Ltd. is not responsible for the availability of content of these websites, nor does the firm endorse, warrant or guarantee the products, services, or information described or offered by these other internet sites. Users cannot assume that these websites will abide by the same Privacy Policy that Raymond James (USA) Ltd. adheres to.
