Founded in 1981, CAPCORP has become one of Canada's leading independent financial services companies. Our clients include both large national organizations and the individual investor. Our success is derived from the commitment to developing and maintaining quality client relationships. Our independence allows clients to access products offered by most Insurance companies, Trust companies, and oth
er financial institutions in Canada. We employ some of the leading experts in the fields of retirement planning, estate planning, succession planning, charitable bequests, and insurance brokering. This team is comprised of Certified Financial Planners, Chartered Life Underwriters, Chartered Financial Consultants, and Registered Health Underwriters. Over 30 years ago when the concept of financial planning was in its infancy stages, we - the founders of CAPCORP - made a decision that this would form the foundation of our service offer to our clients. Building sound and common sense financial plans has proven to be our trademark of value to our clients. Our client base has grown significantly over the years and we thank our clients for their continued business and referrals. We have become the premier independent planning company in Canada as a result. Our team of financial advisors and associates is committed to exceeding the expectations of our clients. Our vision is focused solely on developing a plan that will help our clients enjoy financial freedom and peace of mind. We have developed a family atmosphere at CAPCORP. Our core of advisors have been with us almost since the beginning. Our goal is to continue growing our business around our clients and becoming a business that cares about our community. We are dedicated to constantly improving the quality of advice and service to our clients and we look forward to many years of continued relationships with them.
