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Cacic Wealth Management has been helping clients and their families achieve their wealth ambitions for over 25 years. We have established a strong reputation managing portfolios for clients across Canada over the last two decades and were recognized by the Globe and Mail as one of Canada’s Top Wealth Advisors. 

We prioritize building trusted long-term relationships with high-net-worth individuals and their families, entrepreneurs, corporations, professionals, charities, foundations, and professional athletes. Our team brings an objective approach to Wealth Management and Wealth Strategy. We take the time to understand your financial goals and help you reach them through active investment management and a detailed Financial Plan. Our objective is to manage your wealth efficiently and deliver strong performance with lower volatility than the overall market. We seek to provide stable returns, consistent growth, and tax efficient cashflow when needed.  When working with Cacic Wealth Management, there is an added value through active and tactical portfolio construction, discretionary portfolio management, tax optimization, frequent and transparent communication, and customized reporting.  

To learn more about how we can be a strategic partner for your personalized wealth strategy, call us at (403) 508 3230.