CALDWELL HOUSEPIAN GROUP

Our team offers comprehensive approaches to supporting entrepreneurs and families in achieving their goals. We employ a diverse toolbox that includes a range of investment options, tax and estate planning strategies, corporate compensation models, and insurance offerings, to develop holistic solutions for our clients and their families... Let us help you grow and protect your wealth. As your partner for the long-term, we bring decades of proven track-record and an appreciation for the importance of getting it right.

Primary location: Kitchener