Capital Core Financial

www.capitalcorefinancial.com

With over 30 years of combined industry experience, Capital Core Financial has grown into a leading wealth management firm built on the key values that were established by its founders: Integrity, Transparency, and Collaboration. Capital Core Financial now operates as a premier nationwide life and estate planning firm dedicated to helping entrepreneurs and high-net worth families by providing strategic investment and financial planning advice. We are committed to: +Creating Comprehensive and Personalized Solutions +Providing industry-leading Client-Driven Service +Striving for Fiduciary Excellence Our comprehensive and collaborative approach to managing and protecting your wealth means going beyond the industry standard of service by coordinating and working with a network of professionals on your behalf - including accountants & tax specialists, attorneys, mortgage specialists and bankers. We deliver informed investment and planning strategies with the goal of maximizing long-term returns and protecting vital elements essential to the integrity and foundation of both your business and family. Our clients include: -Entrepreneurs -High-Net-Worth Families (family office) -Professional Athletes -Entertainment Industry: Actors, Stunt Performers, Agents -Philanthropic Individuals

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With over 30 years of combined industry experience, Capital Core Financial has grown into a leading wealth management firm built on the key values that were established by its founders: Integrity, Transparency, and Collaboration. Capital Core Financial now operates as a premier nationwide life and estate planning firm dedicated to helping entrepreneurs and high-net worth families by providing strategic investment and financial planning advice. We are committed to: +Creating Comprehensive and Personalized Solutions +Providing industry-leading Client-Driven Service +Striving for Fiduciary Excellence Our comprehensive and collaborative approach to managing and protecting your wealth means going beyond the industry standard of service by coordinating and working with a network of professionals on your behalf - including accountants & tax specialists, attorneys, mortgage specialists and bankers. We deliver informed investment and planning strategies with the goal of maximizing long-term returns and protecting vital elements essential to the integrity and foundation of both your business and family. Our clients include: -Entrepreneurs -High-Net-Worth Families (family office) -Professional Athletes -Entertainment Industry: Actors, Stunt Performers, Agents -Philanthropic Individuals

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Country

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City (Headquarters)

Vancouver

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Employees

1-10

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Founded

2011

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Social

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  • Vice President

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  • Presdent

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  • Secretary / Treasurer

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