Navigate Your Financial Journey with Confidence

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What We Do

At EastCap Wealth Planning Inc., we provide comprehensive financial services for families, professionals, and business owners. Our expert team manages your assets and investments, strategically allocates funds, and maximizes returns while managing risk according to your unique objectives. We offer holistic financial planning, including insurance solutions and product-agnostic advice, ensuring your financial growth and security through personalized strategies tailored to your needs.


Our Approach

Our clients are at the core of everything we do. We start with a complimentary meeting to better understand your needs, preferences, and goals. From there, we gather data and have signed disclosures to ensure complete transparency. We then present a tailored financial plan, providing ongoing support to adapt and grow with your unique circumstances. Our commitment is to build strong, long-lasting relationships founded on mutual respect, understanding, and trust.


Our Mission

Our mission is to inspire financial success and peace of mind for our clients through personalized wealth management solutions. We are dedicated to understanding your goals, values, and aspirations, providing tailored strategies and expert guidance through comprehensive planning and risk management. Our commitment is to help you confidently navigate your financial journey, ensuring a secure and prosperous future for you, your business and your loved ones.

Getting Started

At EastCap Wealth Planning Inc., our approach centers on personalized financial solutions tailored to your unique needs and aspirations. We prioritize understanding your goals, values, and concerns, guiding you with expertise and care every step of the way.

Our Solutions

Discover comprehensive financial solutions at EastCap Wealth Planning Inc. From tailored investment management and retirement planning to personalized insurance solutions and estate management, we’re here to safeguard your financial future. Experience peace of mind as we navigate your financial journey with confidence and commitment.

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By the Numbers

Explore EastCap Wealth Planning Inc., where expertise meets dedication. We are committed to guiding you in your financial journey, ensuring prosperity for you and your loved ones.

Provinces Served

Satisfied Clients


Client Retention Rate

Combined Years of Experience

Success Stories

Working with farmers can be tough, we don't typically trust financial professionals. This teams approach to integrated planning has simplified my financial landscape, providing a sense of control. My family farm is in safe hands!

Bill G.

Generational Farmer

The holistic financial planning approach adopted by the EastCap Wealth team has added structure to my financial life. I no longer chase returns and have a plan to follow. To simply state I now have peace of mind is an understatement. Thank you EastCap.

James D.

Business Owner, Restaurant Chain

With the EastCap Wealth team, it feels like having a skilled nursing team for my finances. They've seamlessly orchestrated my monetary situation, giving me a sense of command akin to managing a successful shift on the ward.
Samantha M.

Registered Nurse

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