Français Client Login Contact
Independent Wealth Management

Wealth, managed with the discipline that built it.

A wealth management practice for entrepreneurs, professionals, and families who measure success in decades, not headlines.

Discover CCR Join the Team
Scroll
Who We Are

One of Canada’s most established independent advisory teams.

CCR Wealth Management brings together senior partners, process discipline and a full-service platform spanning investment management, insurance and planning for complex families and business owners.

Our clients are established entrepreneurs, families managing wealth across generations and professionals who have outgrown a template relationship.

30+
Years of Practice
6
Service Areas
3
Senior Partners
CCR senior partners in discussion
Two Paths, One Standard

Where would you like to begin?

Whether you are building a plan for your family or a career in wealth management, CCR has a clear path for you.

For clients
For Clients

Advice built around your life

Wealth management, planning, and insurance, coordinated around your full picture.

Explore Client Services →
For advisors
Careers

Start your career with us

We hire ambitious university students and train them to become licensed wealth advisors, learning hands-on beside some of the best in the business. Experienced advisors, there’s a place for you here too.

Explore Careers →
What We Do

A full-service platform under one roof.

01

Investment Management

Disciplined portfolios built on process, not prediction.

Learn More
02

Financial Planning

Plans that connect cash flow, goals, and risk into one coordinated picture.

Learn More
03

Insurance & Estate

Protecting income and transferring wealth efficiently across generations.

Learn More
04

Business Owners

Guidance for established entrepreneurs with cash flow planning, business investments, and succession and liquidity events.

Learn More
05

Group Benefits

Pensions, benefits, and retirement solutions for the teams you have built.

Learn More
06

Retirement Income

Turning a lifetime of saving into reliable, tax-aware income.

Learn More
Our People

Senior advisors, present at every stage.

At CCR you work with senior advisors, not around them. Experience, continuity, and accountability sit at the centre of every relationship.

Roy KhawamClaudio CalabreseClaudio Di GiambattistaNicolas Khawam
Meet the Team
Perspectives

Insights & Market Views

View All Insights
Planning

Turning savings into income that lasts

How to sequence withdrawals so your income holds through every market.

Read More →
Business Owners

The liquidity event and the years before it

Preparing for a sale starts long before the offer arrives. Where to begin.

Read More →
Markets

Thinking in decades, not headlines

Why discipline, not prediction, is what compounds over a lifetime.

Read More →
Careers at CCR

Where great advisors get their start.

Much of our team started right here. We hire ambitious university students and train them to become licensed wealth advisors, learning hands-on beside seasoned mentors who are among the best in the business. And if you’re an established advisor ready for a bigger stage, you’ll find room to grow with us too.

01
A real path from campus to career
02
Hands-on mentorship from seasoned pros
03
Experienced advisors, welcome aboard
Learn More
Start the Conversation

Let’s talk about what comes next.

Book a confidential, no-obligation financial review with our team.

Book a Consultation