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.

13 September 2021
MPT, we have a problem
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30 August 2021
Brightest before sunset
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September 2021
Normalizing
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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.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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