We all have different goals.
And we all have an idea of how we want to achieve them. What if your wealth strategy was designed to simply build and manage your wealth in a way that's achievable, manageable and effective? We take great care in building a customized solution that is fully invested in helping you live well, and ultimately, achieve life's goals.
CareCapital Wealth Advisors
Invested in living well.
Say hello
416.816.4124
2576 Matheson Blvd. East
Suite 102
Mississauga, ON
L4W 5H1
Testimonials
“We trust Kevin’s sound advice and appreciate his personal and professional approach. He took the time to fully understand our needs and develop a personalized plan for our family. We will gladly continue to recommend Kevin to our friends and family.”
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“Kevin brings a remarkable level of integrity, professionalism and precision to his investment advisory practice. He continuously engages leading portfolio managers to identify value opportunities and actively listens to the end-to-end needs of clients. You can tell he is a proud son and father that truly cares about his clients and their families. As such, I trust Kevin and recommend him to friends.”
our team
At CareCapital Wealth Advisors, we make it our business to ensure that our customized solutions work diligently to improve your quality of life. Our extensive experience has taught us that it takes a holistic approach to wealth management to make a lasting impact on your life. From retirement goals and social consciousness, to important financial decisions that need to be made, our Team works hard to ensure your wealth is well taken care of so you can be fully invested in living well.
our services
· Investment Solutions
· Retirement income planning
· Tax minimization strategies & planning
· Inter-generational wealth transfer
· Insurance planning
· Estate planning
· Cash flow and budgeting
· Risk mitigation strategies
· Social responsible investing