Creating a legacy of caring trusted advisors
At The Callery Group, we're passionate about empowering individuals and families to achieve financial security and navigate the complexities of their financial landscape. With decades of experience and a commitment to personalized guidance, we establish strategic partnerships with our clients, ensuring they achieve their financial goals and protect their financial well-being.
Our Vision
Our vision is to be recognized as a trusted and innovative financial planning firm, empowering clients to achieve financial clarity, security, and prosperity. We achieve this by:
- Tailoring our services to each client's unique financial needs and goals.
- Providing clear and accessible advice in a language that is easy to understand.
- Emphasizing open communication and building strong relationships with our clients.
- Maintaining transparency and accountability in all aspects of our practice.
Our Services
Our comprehensive services encompass various aspects of financial planning, including:
Investments & Insurance
- Comprehensive investment planning and portfolio management
- Life insurance and critical illness coverage
- Business and executive insurance solutions
Financial Planning
- Retirement planning and optimization of RRSPs, TFSAs, and pensions
- Tax planning and optimization strategies
- Estate planning and wealth preservation
Financial Guidance
- Financial goal setting and budgeting
- Credit management and debt consolidation
- Investment and insurance reviews
Meet the Team
Our team of experienced and certified financial professionals brings diverse expertise and passion to the table. Led by Principal and Founding Member Wm. Brian Callery, a Chartered Life Underwriter and Chartered Financial Consultant, we have a proven track record of success in helping clients achieve their financial aspirations.
Our Approach
At The Callery Group, we believe in building strong relationships with our clients through open communication, transparency, and personalized attention. We take the time to understand your unique needs and goals, and work collaboratively with you to develop and implement a customized plan that aligns with your specific circumstances.
Overall Experience
The reviewers have had an overwhelmingly positive experience with Capesky Insurance, praising the team's knowledge, honesty, and exceptional customer service.
Communication and Guidance
Reviewers highlighted the team's ability to explain complex concepts in a clear and concise manner, making them feel confident and at ease with their investment decisions. They appreciated the time taken to answer questions and provide guidance throughout the process.
Professionalism and Expertise
The team's professionalism, expertise, and diligence were consistently praised by reviewers, who felt that their best interests were always considered. Mike Capesky's exceptional knowledge and honesty were particularly noted.
Return on Investment
Several reviewers mentioned the phenomenal return on investment they had experienced, further solidifying their trust and confidence in Capesky Insurance.
Community Involvement
One reviewer appreciated the team's involvement in and support of the local community, adding to their positive experience.
Be the first to review Capesky Insurance & Wealth.
Write a Review
