Showing Clients The Best Way
Our
Story
How We Started
Caliber Wealth Management Inc. was created to help Canadians achieve their financial goals.
Powered by Financial Horizons the largest MGA for insurance and financial companies across Canada.
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At CWMI we realised many Canadians do not have a full financial plan and the right professional team to guide them optimally.
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Many times clients are just sold products and are not provided the perspective of a total solution. They have an investment advisor, insurance advisor, real estate advisor, private investment advisor, mortgage advisor etc.
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Each of these professionals will tell the client its best to pursue their advise and opportunity. Pulling the client in different directions often leaving the client confused and unsure what is the best plan to pursue.
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CWMI is here to change that and help our clients achieve financial success through a wholelistic approach focusing on our clients needs and then recommending the optimal solutions to work in synergy to achieve the goals.
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How we operate
When you come to CWMI, we will be giving you and your family access to the best advisors and service providers in the market.
We work for you and not any specific company and ensure client's interest are always 100% focused on and not sold at the convenience of the financial instutions. We do not sale you products but provide you a total solution to get you to where you want to be.
Clients will be provided with free, no obligation consultations on how to solve their financial problems. A financial plan and needs analysis will be created to help navigate the client to their goals. Clients will then be provided the best possible options to choose from based on their financial goals and needs .
The Client themselves will see the difference in the service provided as opposed to traditional financial instutions.
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We are here to support the client and problem solve with the client to make the best results happen.
Services
Giving our clients access to the best programs available in the market to achieve their financial goals
Life Insurance
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Infinite Banking
Corporation Life Insurance
Critical Illness Insurance
Disability Insurance
Travel Insurance
Visitors to Canada Insurance
Health and Dental Insurance
Hospital Insurance
Investments
(RRSP) Registered Retirement Savings Plan
(RESP) Registered Retirement Savings Plan​
(FHSA) First Home Savings Account
(TFSA) Tax Free Savings Account
(RRIF) Registered Retirement Income Fund
(LIRA) Lock In Retirement Account
Non Registered Investment
Lending
Investment Loans
Private Lending Becoming the
Bank
RRSP, RESP, TFSA Non Registered
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Sister Company Caliber Mortgage for
1st Mortgage
2nd Mortgage
Private Mortgage
Home Equity Line of Credit
Reverse Mortgage
https://brianwcalibermortgage.ca/ for more information