Lay A Foundation For Your Financial Success

Personalized Financial Planning

Lay A Foundation For Your Financial Success

Personalized Financial Planning

Welcome to Capital Planning Wealth Management

Mission

Capital Planning was founded on my passion to help individuals and families achieve financial wellness through planning, education and objective advice. My mission is to help you organize your finances, define your values and goals, create a comprehensive plan and measure your progress to achieve long-term financial wellness and live a more productive life.

Latest Articles

31 Jan

Understanding RRSP Attribution Rules

Articles

It is quite common for families to have income earners of different levels. Where the differences in income are significant, the ability to split....

27 Oct

Why cash gifts are a smart move

Articles

If you have a will and have appointed an executor, you may have the idea that when you pass away, all your assets will need to go through....

18 Sep

Why Assets in Ontario are Subject to Probate

Articles

If you have a will and have appointed an executor, you may have the idea that when you pass away, all your assets will need to go through....

28 Feb

Expenses In Retirement

Articles

What To Expect And Income Needs Many believe that expenses decrease during retirement. While this is generally true, depending on the retiree,...

Testimonials

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