CK Wealth Management

edit this listing
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.”


1075 North Service Road West
Suite 202

OakvilleON
L6M 2G2

(905) 858-0807 (Voice)
(905) 858-1761 (Fax)



Comments


Share a comment with your facebook friends

Customer Communication to


Enable Email link, Website link and Contact form. Without these links, customers must contact you by phone or going to your physical address.
Make it simple for customers to get in touch with you.

Keywords

Primary category: Investment Advice (52393)
Secondary category: Portfolio Management (52392)