The biggest financial mistake people make is their own. 2 in 5 Canadians site MONEY as their # 1 source of stress. Capesky Insurance and Wealth Management Inc. is a family oriented company. We take pride in our personalized plans and exceptional customer experience driven by core family values, Honesty, Integrity and Service to others.
Our firm specializes in creative tax planning ideas for business owners, and helping all people save, plan and transition into retirement. We offer an exclusive program called The Sleep Better Solution, designed and developed by a team of experts to help you maximize your financial situation, and fix any financial apprehensions, leading to peace of mind for you and your family.
Our firm specializes in creative tax planning ideas for business owners, and helping all people save, plan and transition into retirement. We offer an exclusive program called The Sleep Better Solution, designed and developed by a team of experts to help you maximize your financial situation, and fix any financial apprehensions, leading to peace of mind for you and your family.
Services
About Us
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We place insurance business and investment directly with, Canada Life Assurance Company, Canada Protection Plan, and Travelance. Insurance products, including segregated fund policies, are offered through Capesky Insurance & Wealth Management Inc., and Investment Representative Mike Capesky offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.
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When diagnosed with a critical illness, you can receive a lump sum payment to spend on whatever you need so you can stay focused on your recovery. That's why you need critical illness insurance. Offers income protection to individuals who become disabled for a long period of time, and as aresult can no longer work during that time period.
Fees
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If you choose to purchase a product through us, Capesky Insurance and Wealth Management Inc, will be paid by the company that offers that product. Capesky Insurance and Wealth Management Inc. is compensated by a sales commission for most products at the time of sale, and may receive a renewal (or service) commission if you retain that policy with the insurance company.
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Capesky Insurance and Wealth Management Inc. may also be eligible for additional compensation, such as bonuses and non-monetary benefits, such as travel incentives. This compensation depends on various factors such as the volume of business placed with a particular company during a given time period.
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