C K Wealth Management

At CK Wealth Management, we understand the complexity and frustration that comes with managing, growing, and protecting your wealth. As a business owner or professional, you have a lot on your plate, and coordinating multiple advisors with competing interests can be overwhelming. That's why we're here to provide a full-service approach to wealth planning and management that goes beyond just investments to reflect all areas of your personal life and business.

Our Services

Our team of experienced financial advisors provides personalized wealth management planning, investment management, insurance and wealth transfer planning, retirement planning, and cash flow management. We take the time to understand your unique goals, values, and circumstances to develop a comprehensive plan tailored to your needs. Our services are designed to simplify your financial life, allowing you to focus on what you do best - building your business.

Our Process

Our wealth management process is designed to provide clarity and confidence in your financial decisions. We start with a discovery meeting to understand your personal and financial situation and future goals. From there, we work with you and your advisors to create a comprehensive wealth management blueprint. We then execute the plan, staying in regular communication throughout the year, and meet annually to review your overall plan.

Why Choose Us

At CK Wealth Management, we pride ourselves on being independent, trusted advisors who take a holistic approach to your financial well-being. We're not tied to any specific financial institution, allowing us to provide unbiased advice and recommendations tailored to your unique needs. Our goal is to provide you with the financial clarity and confidence you need to achieve your goals and secure your future.

About Us

CK Wealth Management was created to provide personalized wealth management experiences typically only offered to ultra-high net worth clients. Our team of experienced financial advisors has the knowledge and expertise to guide you in making informed financial decisions. We're dedicated to providing exceptional service, personalized attention, and tailored solutions to meet your unique needs.

Testimonials

Don't just take our word for it. Our clients have seen the benefits of our full-service approach to wealth management. Here's what they have to say about working with us:

"I have been using John Cruise and Frank Katsilieris as financial advisors for many years. Throughout this time, they have demonstrated the ability to understand my goals and have brought a thoughtful and disciplined approach to achieving them."

• Frank Guarascio, Partner, Blake, Cassels & Graydon LLP

"It has been a pleasure working with our advisor John Cruise at CK Wealth Management. My husband and I have received sound advice with regard to incorporation, insurance issues and retirement planning."

• Dr. Catherine Benes, Psychiatrist, Humber River Hospital