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
Company Details
- Founded
- -
- Address
- Vancouver, British Columbia V5z 3x7, Ca
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- capitalcorefinancial.com
- Keywords
- Investments, Insurance, Estate Planning, Charitable Giving, Retirement, Financial Planning.
- HQ
- Vancouver, British Columbia
Capital Core Financial Questions
Capital Core Financial's website is capitalcorefinancial.com
Capital Core Financial's LinkedIn profile is https://ca.linkedin.com/company/capital-core-financial
Capital Core Financial's industry is
Financial Services
Capital Core Financial's top competitors are
Paragon Financial Services Inc.,
Linamar Corporation,
Elsay Wealth,
Freedom 55 Financial,
Wealthviser Private Wealth,
Doane Grant Thornton Llp,
New Market Funds,
Natt Group,
Casigui.
Capital Core Financial's categories are Financial Services
Capital Core Financial's founding year is 2011
