Build. Protect. Enjoy. Making Money Management Easier

EXPERT FINANCIAL ADVICE YOU CAN TRUST

At Capitalize Wealth, we help people build, protect, and enjoy their wealth to help them have and do more of what's really important to them. Whether this is your first visit to our website or you are an existing client, we hope you find the resources and information valuable. Our goal is to make money management easier for you, so please contact us if you have questions.

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Are You Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Eric
Eric Kuehnel
Financial Advisor Portfolio Manager
Mountain range
Carol
Administrative Assistant
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Kathy N.
Administrative Assistant
Kathleen
Administrative Assistant

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

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Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.
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BUSINESSES & CORPORATIONS

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

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PROFESSIONALS

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

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Tax Planning
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Striking the Right Balance.
Markets & Investing
Watch our latest Client Insights webinar.
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Tax Planning
Do U.S. Elections Affect Canadian Markets?
Markets & Investing
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham