Your Future. Your Legacy. Begins with Your Present.
Caerus Private Wealth – Building on Your Legacy through
UNCOMPROMISEDInvestment Management
WHY CAERUS?
At Caerus Private Wealth, our vision of success is to create, protect and transition wealth for affluent Canadian families and individuals. We proudly extend our services across six provinces and deliver sound solutions that support our clients in achieving their full potential.
What Sets Us Apart
Inspired by the meaning of Caerus in Greek mythology as the personification of opportunity and favourable moments, we have instituted a disciplined approach to growing and preserving your wealth, while building a legacy of financial success for generations to come.
Unlike advisors who practice on a best effort basis, as Portfolio Managers we are held to the highest fiduciary standard (i.e. doctor, lawyer) in all aspects of wealth planning and investment management. As fiduciaries, we hold ourselves largely responsible for the success of our Clients (our “Caerus Family”), and apply the highest standard of care in portfolio management through our unique and effective ADAPT Investment Strategy.
Balancing your investment goals against potential returns, risk factors, and tax consequences in today’s world is complicated. Our Caerus Private Wealth team is committed to providing you with investment solutions that are strategic and suited to your confirmed risk tolerance, and most importantly, rooted in 50+ years of experience and research.
Our Story
UNCOMPROMISED. Strategy. Service. Insight. Impact.
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“The Caerus team members are enthusiastic and persistent in their research and the provision of advice and direction. Their financial advice and portfolio management that we have been lucky enough to have benefitted from over the years has been second to none.”
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“Caerus Private Wealth provides me with total security and confidence that they are making investment choices on my behalf that will benefit me. With their unique investment strategy, I have seen excellent results year after year, even on years that have been tough worldwide. The Caerus team is constantly on top of the market trends and makes me feel my investments are safe. My financial goals are coming true as the Caerus team continues to strategically grow my financial future.”
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"The Caerus team is knowledgeable, responsive and passionate about strategic investing. Utilizing their unique investment strategy and their data driven decisions, I trust that my money is in good hands and being handled with care and attention.”
Caerus Family Stories
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Partner, Fellow Chartered Professional Accountant
Lohn Caulder LLP“Structuring a portfolio that is based on a momentum…if the market turns, then they’re out. And when they do invest the money back, they do much better.”
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Co-President – ChimpKey Automation Ltd
“Decided to be with Caerus because they were more personalized, rather than set it and forget it...this is what Caerus does, they give personalized care…and I get immediate help.”
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CEO of Cymax Group
EY Entrepreneur Of The Year – 2021 Pacific Winner“They are honest, committed, have knowledge of the industry and the market...I feel that sense of boutique, shop experience where they are still managing, maintaining, taking care of you at a very personal level.”
Our Recent Insights
