At CAPCORP, we are proud to have been in business for over 40 years, providing expert financial planning and wealth management services to clients across the country. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals, and we take pride in our reputation for delivering innovative, tailor-made solutions to complex financial challenges.
Our History
Founded in 1981, CAPCORP has a long history of earning the trust of our clients. As a company built on family values, we have remained committed to providing expert advice and personalized service to individuals and business owners. With three generations of family involvement, we have continued to grow and evolve, adapting to the changing landscape of the financial industry while staying true to our core values.
Our Approach
At CAPCORP, we believe in a team-based approach to financial planning and wealth management. Our advisors work together to provide a comprehensive view of your financial situation, taking into account your unique goals, risks, and circumstances. We employ leading experts in the fields of retirement planning, estate planning, succession planning, charitable bequests, and insurance brokering to ensure that our clients receive the highest level of expertise and personalized service.
Our Team
Our team of advisors is led by President and CEO, Andrew Noseworthy, who has over 25 years of experience in the financial industry. With a bachelor's degree from McGill University and a Certified Financial Planner (CFP) designation, Andrew has a deep understanding of the complexities of business ownership and the importance of financial planning for the next generation.
Vice President Robert Houle has over 25 years of experience in employee benefits and group retirement planning, and is a founding member and past chair of The Benefits Alliance Group Inc., Canada's Leading National Alliance of Independent Employee Benefits Advisors.
Our Services
At CAPCORP, we offer a wide range of financial planning and wealth management services, including:
- Employee Benefits and Group Retirement Planning
- Financial Planning for Business Owners
- Wealth Management and Asset Allocation
- Tax Planning and Estate Planning
- Succession Planning and Charitable Giving
Why CAPCORP?
As a company with a long history of earned success, we have built a reputation on stability, reliability, and consistency. We are a trusted partner for business owners and individuals seeking expert financial guidance, and we are committed to providing innovative, expert advice to help you achieve your financial goals.
Our Commitment
At CAPCORP, we are committed to delivering exceptional service, building lasting relationships, and providing expert financial guidance to help you achieve your goals. We invite you to learn more about our team, services, and commitment to client satisfaction.
Overall Experience
The reviewers have shared their diverse experiences with CapCorp, with some having positive interactions and others facing issues.
Positive Aspects
Some reviewers praised the company's professionalism, knowledge, and insightful team members. They appreciated the time taken to explain complex concepts, such as investments and health plans, in a thorough and responsive manner.
Negative Aspects
On the other hand, one reviewer had a poor experience with medical insurance, citing incorrect information and a lack of responsibility from the company, resulting in zero coverage.
Employee Performance
Individual employees, such as Matthew and Graham Young, were singled out for their exceptional service, with reviewers appreciative of their professionalism, trustworthiness, and responsiveness.
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