Copper Creek Wealth Management

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.

JD Power and BNC logo.

Ranked #1, 2 years in a row

For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.

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National Bank Financial received the highest score in the J.D. Power 2024 Canada Full-Service Investor Satisfaction Study and in the advised segment of the J.D. Power 2025 Canada Investor Satisfaction Studies, which measures the satisfaction of investors who may engage with any financial advisor(s). For J.D. Power award information, visit jdpower.com/awards.

Contact us

Get contact information for our team members and find out where our offices are.