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We help you make the right financial decisions across all areas of your personal and professional life. Our goal is to help you experience the peace of mind and joy of knowing your wealth and financial future are taken care of.

Integrated Plan

We get to know you and your goals personally through a tried and true approach to creating an integrated wealth management plan.

Connector

We act as the “CFO of your wealth” by connecting with your network of advisors or reaching out to our established network on your behalf.

Independent Advisor

We act as an independent, trusted advisor to help take care of your financial present and protect your financial future.

About Us

Based in Oakville, Ontario, CK Wealth Management was founded by John Cruise and Frank Katsilieris. Through their combined backgrounds in financial planning and family business, John and Frank provide a well-rounded perspective to individuals, business owners, sole proprietors and professionals.