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At Capital Cadence, our mission is to empower our clients with tailored financial solutions that drive success and growth. We combine our deep industry knowledge with a client-centric approach to deliver personalized strategies that align with your unique financial goals.

To offer personalized estate planning, trust management, and investment services that ensure financial security and peace of mind.

To be the top choice for estate planning and investment services, known for excellence and empowering clients to achieve financial security and protect their legacies.

Our Service

Doing the right thing, at the right time

• Avoids Protabe

Trusts

A trust is a legal arrangement where one party (the trustee) holds and manages assets for the benefit of another party (the beneficiary). Trusts can be set up for various purposes, including estate planning, tax reduction, and protecting assets.

Allows assets to be transferred directly to beneficiaries, bypassing the probate process.

• Provides Privacy

• Protects Beneficiaries

• Tax Advantages

• Avoids Protabe

Trusts

Keeps your estate matters private, as trusts are not public records.

• Provides Privacy

• Protects Beneficiaries

• Tax Advantages

• Avoids Protabe

Trusts

Manages and protects assets for beneficiaries, particularly minors or those unable to manage their own finances.

• Provides Privacy

• Protects Beneficiaries

• Tax Advantages

• Avoids Protabe

Trusts

Can provide tax benefits, depending on the type of trust.

• Provides Privacy

• Protects Beneficiaries

• Tax Advantages

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Wills

Trust

Investment

Our will drafting service creates a legally binding will to ensure your assets are distributed as you wish and appoints guardians for minor children, with expert guidance to reflect your intentions.

Wills

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Wills

Trust

Investment

Our trust service sets up a legal trust to manage and protect your assets, ensuring they benefit your chosen beneficiaries while addressing your estate planning needs.

Trust

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Wills

Trust

Investment

Our investment service creates customized strategies to grow your wealth through carefully selected financial instruments, tailored to your specific goals and risk tolerance.

Investment

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Working with Capital Cadence has been a game-changer for my family. Their expertise in wills and trusts gave us peace of mind, knowing that our assets are protected and our wishes will be honoured. The team was professional, knowledgeable, and genuinely cared about our needs. Highly recommend it!

Sarah L

CEO

/

Founder

I was apprehensive about investing, but Capital Cadence made the process simple and transparent. Their personalized approach helped me feel confident in my financial decisions. Now, I have a solid investment portfolio and a clear plan for my future. Thank you for your outstanding service!

John M

CEO

/

Founder

The team at Capital Cadence is simply the best. They helped me navigate the complexities of estate planning with ease. Their comprehensive approach to wills, trusts, and investments ensured that all my bases were covered. I now feel secure about my financial future and my family's well-being

Michael T

CEO

/

Founder

Capital Cadence provided exceptional guidance on setting up a trust for my children. They took the time to understand my unique situation and offered solutions that fit perfectly with my goals. Their dedication and expertise were evident in every step. I couldn't be happier with the outcome.

Emily R

CEO

/

Founder

Work Group Members

Our Professional Team

Jean

Senior Consultant

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Team