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.

Market Ethos

23 January 2023
A warning from Wile E. Coyote
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16 January 2023
Are dividends on a power play?
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Investor Strategy

January 2023
2023 outlook: bear market end game
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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.


Year-end tax planning checklist

With the year winding down, review our 2022 year-end tax planning checklist. Take key steps before the end of the year and early into the new year to make a positive impact on your overall finances.

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