Welcome to the Cielo Carin Wealth Management team

Our mission is to provide financial peace of mind for the families under our care. We take the time to truly understand your vision for the future and develop clarity around your values and life goals.

Combining our proprietary processes, prudent stewardship and tailored strategies, we coordinate all aspects of protecting, growing and transferring your wealth from one generation to the next.

With over a century of industry experience and the resources of Canada’s largest independent wealth management firm, we transform your life goals into a well articulated personalized strategy. We then, diligently implement and continually monitor your investment plan. Our consistent, unequalled level of service inspires confidence in our clients who know that their financial affairs are handled with the highest level of competency.

Our objective is to empower you to move forward with the vision and clarity necessary to achieve your life goals. 

To learn more, we welcome your calls.

Our expertise, your peace of mind.

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

14 June 2021
Whistling by the graveyard
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31 May 2021
CAD - Powerful concurrence of factors
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June 2021
Investor Strategy: Commodity Supercycle - Unlikely
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


New trust reporting rules proposed for this year

If you oversee a trust and have not been required to file T3 trust income tax and information returns with the Canada Revenue Agency in the past, you should be aware of the new federal reporting rules. Read this article for key information.

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