Welcome to Copper Creek Wealth Management
At Copper Creek Wealth Management, We believe that building wealth allows one to live life the way they want to. For different people that means different things; it can mean charitable giving, lifestyle choices, or leaving a legacy. For many of our clients, it is a combination of all of these. We help our clients realize their goals and truly enjoy the fruits of their labor.
Our Commitment to You
Our Purpose
At Copper Creek Wealth Management, we focus on conservative wealth management. Building and protecting your wealth is our cornerstone. We're dedicated to helping you achieve financial security and peace of mind.
Our Promise
We work with a select group of families to provide personalized wealth advisory services. We dedicate time to advising clients, monitoring portfolios, and adjusting plans as needed. Our commitment is to offer tailored financial advice and exceptional service.
How can Copper Creek Wealth Management help you?
Listen
We gather essential information about you and your family, including your needs, wants, and goals. Sometimes, the most important insights come from what isn't said.
Design
We create a fully customized, disciplined portfolio focused on risk-adjusted returns and tax minimization.
Plan
We develop a personalized financial and estate plan tailored to your unique situation.
Monitor
We continuously monitor your investments and adjust as life changes occur. We strategically capitalize on market opportunities to enhance returns.
Review
We meet with you regularly to ensure your investments and plans remain on track. We keep you informed about your earnings, the fees you're paying, and the services you receive.
Enjoy
We help you spend your money in ways that bring you joy, whether through charitable giving, lifestyle choices, family support, or leaving a legacy for the next generation. The true joy lies in sharing and spending your wealth in ways that make you happy.
Have Questions? Contact Us
We'd love to hear from you! Whether you have questions or are ready to achieve your financial goals, we're here to help. Schedule an appointment today and let's build your future together.
#1 in Canada
NBFWM ranked #1 in Investor Satisfaction with Full-Service Brokerage Firms, in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study. Personalized relationships that last. That’s NBFWM.
News & Articles
For J.D. Power 2024 award information, visit jdpower.com/awards.
