overview

Personal and business financial solutions

Founded in 1981, CAPCORP has become one of Canada’s leading independent financial services companies. Our clients range from large national organizations to the individual investor.

Our success is derived from a commitment to developing and maintaining quality, long-standing client relationships. Our independence allows clients to access products offered by most insurance companies, trust companies, and other financial institutions in Canada. Our longevity attests to our reputation as a solution-driven company offering expert advice to business owners across the country.

Employing leading experts in the fields of retirement planning, estate planning, succession planning, charitable bequests, and insurance brokering, CAPCORP provides our clients with innovative, tailor-made solutions that meet of the demands of the ever evolving financial world.

OUR TEAM

Working for you

CAPCORP believes in a team-based approach to the way we work and how we support our clients.

Our Advisor Team

Working together, combining high level knowledge and experience to provide you with the right advice.

Our Account Management Team

Knowledgeable and determined in their commitment to go above and beyond every day, providing clients with the highest level of service and support.

Operations

Every successful team has an exceptional support engine.