YOUR FINANCIAL FUTURE. WELL PLANNED.

 

Personalized Portfolio Management

Building, growing, and protecting your wealth.

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Why CK Wealth Group

Your financial success is our priority. Our expertise, combined with a deep commitment to personalized service, sets us apart.

With over 17 years of expertise, CK Wealth Group, led by Greg Calpakis, CFP®, provides a client-first approach to portfolio management to build, grow, and protect your wealth as your needs evolve.

Build

Build the foundation for a secure financial future with expert planning tailored to your goals.

Grow

Grow your legacy with guidance that adapts to every life stage and opportunity.

Protect

Protect your wealth with strategies designed for stability and peace of mind.

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Guiding Your Financial Journey with Expertise and Understanding

CK Wealth Group strive to understand the complexities and concerns that come with managing your investments and planning for the future. Whether it’s growing investments, securing your family’s financial legacy, or navigating retirement.

Expertise You Can Trust

Over 17 years of experience in portfolio management, retirement planning, cash flow strategies, and insurance solutions.

Plans Built for You

We believe financial plans should grow with you. That’s why we meet regularly with clients to ensure your plan evolves as your needs and goals change.

Insights That Matter

We offer unique insights into balancing personal and business wealth, making us a trusted partner for business owners.

Meet the CK Wealth Team

Your Journey to Financial Clarity Starts Here

Discovery Call

Discuss your goals and current financial situation.

Customized Plan

Receive a tailored investment strategy.

Ongoing Support

Enjoy consistent reviews and updates to keep you on track.

Discover the CK Wealth Process

Tailored Solutions to Build, Grow, and Protect Your Wealth

Portfolio Management

Navigate market changes with long-term strategies designed to achieve consistent, stable returns and growth

Cash Management

Personalized cash flow strategies that align with your goals, helping you save, invest, and grow for the long term.

Retirement Planning

Establish milestones to maximize and preserve your savings securing a comfortable retirement for you and your family.

Insurance and Living Benefits

Safeguard your family’s future with customized insurance solutions designed to meet your unique needs.

Cross Border

Seamlessly manage wealth across Canada and the US and navigate the complexities of cross-border investment management.

Discover Our Financial Solutions

What Our Clients Are Saying

Discover how CK Wealth Group has helped high-net-worth individuals, business owners, and families achieve lasting financial success.

Greg’s investment strategies have given me peace of mind through every market turn. My portfolio is stable, and I feel confident in my financial future.
Sarah M
Retiree
Thanks to Greg’s retirement planning expertise, I’m not only on track for my goals but also saving more for my family’s future. He truly understands what matters most.
John L
Business Owner
Managing my finances across the US and Canada used to be overwhelming. Greg’s guidance made it seamless and stress-free, allowing me to focus on what’s important.
Karen T
Entrepreneur

Let’s Build Your Financial Future Together

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*iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Alternative investments are not suitable for all types of investors. Please obtain independent professional advice, n the context of your particular circumstances. Insurance products and services are offered through Burjoski Financial Services Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.



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