Copper Creek Wealth Management

Our expert team is here to meet your financial needs.

Our vision

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 the majority 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 labour.

Our Promise

Copper Creek Wealth Management deals with a select group of families. This means we are able to spend the necessary time advising our clients, monitoring their portfolios and making changes to their plan as their life changes. We are offer a high level of personalized service.

Our purpose

At Copper Creek Wealth Management our focus is on conservative wealth management. Building and protecting your wealth is the cornerstone of our business.

Listen - We gather pertinent information about you and your family - Your needs, wants and goals.  Sometimes it is the things you don't say that are the most important.

Design - We design a completely custom, disciplined portfolio with an emphasis on risk adjusted returns and tax minimization.

Plan - We build a personal financial and estate plan.

Monitor - We monitor your investments and make changes when life changes happen.  We tactically take advantage of market situations to enhance returns.

Review - We meet with you regularly  to ensure your investments and plans are on track.  We ensure that at all times you know how much you have earned, what fees you are paying and what services you are receiving for your fees.

Enjoy - We help you to spend your money in ways that make you happy.  This can be charitable giving, lifestyle, family or leaving a legacy for the next generation.  The joy is not earning the money; the joy is sharing and spending it in ways that make you happy.

What our clients say

In a recently conducted client survey:

    • 93% of clients said they felt they get very good value for the fees they pay

    • 90% of clients said they are very likely to refer a friend or family member

    • 91% of clients said they are extremely satisfied with our client/advisor relationship


Personalized support

Our team is made up of highly qualified investment professionals with many years of experience in wealth management.

We leverage the expertise of all team members to ensure our clients get the best possible financial management advice.

Contact us

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