Your Family’s CFO

Simplify managing your wealth

Wealth Management for Business Owners and Professionals

We understand how frustrating it can feel to carry the responsibility of managing, growing and protecting your wealth and coordinating multiple advisors, many of whom have competing interests.

You need to focus on what you do best – building your business.

You need someone by your side who understands your goals and has the financial knowledge and experience to guide you to make sure it is done right.

We provide a full-service approach to wealth planning and management that goes beyond just investments to reflect all areas of your personal life and business.

Your Family’s CFO

Take yourself out of the advisor coordination role and let us act as the “CFO of your wealth.”

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Personalized Plan

We get to know you and understand your goals to develop the right plan for you.

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Independent Advice

An independent, trusted advisor to take care of your financial present and protect your future.

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With your family’s specific goals in mind, we work together to create a wealth management blueprint and manage the plan along the way to meet your financial goals.

CK Wealth Management was created to provide the kind of personalized wealth management experience typically only offered to ultra-high net worth clients.

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Full-service wealth management and investment services

As an independent advisor, we work with our clients across a number of areas.

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* Investment-related products and services are offered through ACPI and covered by the CIPF, please click here to learn more.

Imagine how it would feel to have someone who understands your entire financial picture and connects all the dots so you don’t have to.

The CK Wealth Management Process

Our process provides a step-by-step approach to creating financial clarity and confidence.

Discovery

We meet with you to understand your personal and financial situation and future goals.

Wealth Management Blueprint

We work with you and your advisors to create an all-encompassing plan that will become the blueprint for meeting your goals.

Manage the Plan

We execute the plan, stay in regular communication throughout the year, and meet annually to review your overall plan.

CK Wealth Process

Testimonials

“I have been using John Cruise and Frank Katsilieris as financial advisors for many years. Throughout this time, they have demonstrated the ability to understand my goals and have brought a thoughtful and disciplined approach to achieving them. I am particularly impressed with the holistic approach they take with my investment portfolio and my overall planning process. They bring new ideas to the table and are willing to take the time to explain them clearly. They have always been available to meet with me and are very good at communicating with my other advisors.”

— Frank Guarascio, Partner, Blake, Cassels & Graydon LLP

“It has been a pleasure working with our advisor John Cruise at CK Wealth Management. My husband and I have received sound advice with regard to incorporation, insurance issues and retirement planning. We meet with John on a regular basis, he is very knowledgeable and always well prepared. His logical, down to earth approach has alleviated a lot of our fears with regard to investments and given us a better sense of direction. We are very thankful for all the support that has been provided to us over the years.”

— Dr. Catherine Benes, Psychiatrist, Humber River Hospital

“Before my husband and I started working with CK Wealth Management, I always felt nervous that we weren’t making the right decisions about our finances or that we were missing something. John has created a sense of reassurance for us – helping us make well-informed financial decisions and guiding us through the process of securing life insurance. John also provided valuable guidance for me when I launched my own business. Today, I feel confident that both our personal finances and my business are on the right path.”

— Laura Valvasori, Owner, Good to Grow Marketing