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CK Wealth Management
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CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients. We believe in investing the time to get to know you so that we can develop a clear understanding of your goals. With your specific goals in mind, we work with you to develop an integrated wealth management plan and manage it along the way to helping you achieve financial peace of mind. We know we’ve done our job well when a client says “You mean by changing the way I draw money from my business, I can save that much in taxes?” or “I didn’t even think of that because I am so used to you taking care of everything.”
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1075 North Service Road West
Suite 202
Oakville
,
ON
L6M 2G2
(905) 858-0807
(Voice)
(905) 858-1761
(Fax)
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Keywords
Primary category: Investment Advice (
52393
)
Secondary category: Portfolio Management (
52392
)
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Investment Advice
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Portfolio Management
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