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SERVICES

At C2 Private Wealth, our expertise, industry-leading knowledge, and genuine care for our clients set us apart.  We excel in Financial Planning, Investment Management, Insurance, and Tax & Estate Planning, offering personalized solutions to help clients achieve their financial goals and secure their legacies.  Our comprehensive services prioritize clarity, care, and success, helping to ensure a secure and prosperous future for our clients. 

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FINANCIAL PLANNING

Whether you're optimizing your wealth, planning for a retirement or business succession, or preparing for major life events, our expert team designs strategies that fit your specific needs.  At the core of our services is personalized financial planning tailored for business owners and successful individuals to achieve their goals, with a clear, actionable plan, supporting you every step of the way.   

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INVESTMENTS

As an independent firm, we build portfolios designed to grow and protect your wealth without ties to any product, bank, or company. Our proven, well-diversified investment strategy balances growth and stability, tailored to your risk tolerance, time horizon, and goals. With a transparent fee structure, you always know how and what we get paid, ensuring clarity and peace of mind with your best interests first. 

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INSURANCE

Protect yourself, your family, and your business from the unexpected with our tailored insurance solutions – just like putting on your seatbelt. Insurance is a crucial part of a sound financial plan, offering peace of mind and safeguarding what matters most. Our clear advice helps you choose the best options, providing the security and confidence to focus on growing your wealth and achieving your goals. 

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Looking for Employee Benefits or Family Office management? At C2 Employee Benefits, we design comprehensive benefits packages to attract and retain top talent. Our C2 Family Office services offer holistic wealth management for high-net-worth families, wealth creation for generations, including estate planning, tax optimization, and legacy preservation.

Visit our dedicated websites for more information. 

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Clients

SOME OF OUR PARTNERS

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FINANCIAL SUCCESS BEGINS NOW.
LET US SHOW YOU HOW.

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C2inc.
95 Hamilton Street, Unit 4
Waterdown, ON
L0R 2H6

info@c2inc.com
905-332-6633
416-855-9892
Fax 905-332-7874

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C2inc. 2025
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.

iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.

As Certified Financial Planner professionals, our planners abide by the CFP Code of Ethics.

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