Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Established Family

Families with older children need a wise cash flow management plan..

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Young Family

A wise financial strategy keeps a family on track during all the "growing-up" years.

Retiree

Careful planning can help to ensure a high income level during retirement.

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Your Child's Education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

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It's your money... and your peace of mind. We understand that.

Welcome to CMK Wealth Management Inc., where your financial aspirations meet expert guidance and personalized solutions. Our mission is to empower you to navigate the complexities of financial management with confidence and clarity.

With CMK Wealth Management Inc., you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial strategy, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.

Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.

We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.

At CMK Wealth Management Inc., we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

How We help

Protecting Your Family

Without barely a moment’s thought, you would protect your family from…

Your Legacy

You have worked all your life and saved for retirement. What other planning work…

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you…

Young Family

You get home from work, your spouse is tired, and the baby just spilled spaghetti…

Retiree

During the last market downturn a few years ago, retirees who had all their…

Your Child’s Education

First you were putting on their diapers. Then you walked them to their kindergarten…

Year-End Tax Planning Ideas

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November 4, 2024

The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws to a close. Individuals should consider doing their RRSP contributions before the RRSP rush in the first 60 days of 2025. You can get better values by buying today than when

Bad Excuses for Putting Off Investing

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November 4, 2024

Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner. Yet this is the ideal time in life to start developing the correct habits that will lead to a comfortable future lifestyle. But we

Weighing the Cost of Your Retirement Dreams

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November 4, 2024

We all know how easy it is to romanticize our retirement years. Many of us make lengthy lists of things we will do and experience in those golden years. We have little doubt about our ability to enjoy the perfect blend of leisure and excitement, which is what

Jason's expertise and professionalism are why I refer my clients to him for their insurance and financial planning needs!

With his hard work and understanding of our needs, Jason has had a very positive impact on our corporate success. his group benefits package and key man insurance were especially valuable, and new ideas are still coming!

Jason is the first advisor I have worked with who listened to what I wanted and worked with me to achieve it.

The personalized Financial Plan Jason did for us provides the security of knowing we will have enough saved to retire comfortably.

Jason's helpful guidance and advice have made both planning and living in retirement a very enjoyable experience.