About Us
Based in Oakville, Ontario, CK Wealth Management was founded by John Cruise and Frank Katsilieris to provide highly personalized and holistic wealth management services - the kind of experience typically only offered to ultra-high net worth clients.
Through their combined wealth management and family business backgrounds, John and Frank provide a well-rounded perspective to business owners and professionals.
Our Team
John Cruise, CFA
John has worked in the financial services industry for over 25 years and has served clients directly since 2003.
Frank Katsilieris, CIM, CIWM
Frank grew up in a family business and has spent most of his career working as the right-hand person to business owners.
Cheryl Wallace
Cheryl works directly with our clients and behind the scenes with Frank and John to keep everything on track and communications flowing.
Jeanette Lind
Jeanette brings her wealth of administrative expertise to our team, helping us all improve our client service and experience.