CBA Wealth was established in 1992 under a simple premise, that clients deserve more than simple investment advice. Originally a partnership between Jerry La Roche and Alan Caplan, the firm has added new partners over the years due to the retirement of those senior advisors. Today, the firm’s partners and associates are independent professionals who offer their clients impartial and objective financial advice. We serve our clients and their families by approaching all aspects of their financial lives and offering a comprehensive range of services. (As well, we also liaison with other professional advisors as our clients require.) The over abundance of choice in the financial services marketplace is compounded by the impersonal approach of large financial institutions. Families desire a high quality, personal relationship with a qualified advisor to help them with increasingly complex decisions.
Improve the quality of life of every client we meet, through our processes and services that simplify personal finances. We are active partners in our clients’ financial successes and in their lives, capable of assisting their future generations.