CK Wealth Management

www.ckwealth.ca

CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients. We believe in investing the time to get to know you so that we can develop a clear understanding of your goals. With your specific goals in mind, we work with you to develop an integrated wealth management plan and manage it along the way to helping you achieve financial peace of mind. 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.

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CK Wealth Management was created to provide the kind of wealth management experience typically only provided to ultra-high net worth clients. We believe in investing the time to get to know you so that we can develop a clear understanding of your goals. With your specific goals in mind, we work with you to develop an integrated wealth management plan and manage it along the way to helping you achieve financial peace of mind. 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.

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Country

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City (Headquarters)

Oakville

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Employees

1-10

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Founded

2013

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Executive Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Director

    Email ****** @****.com
    Phone (***) ****-****
  • Office Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

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