Our Team
Franklyn Marshall
Agent/Advisor
COMING SOON
Bjorn Bartley
Marketing/Acquisition
Bespoke wealth management for discerning families and individuals in Ontario
Schedule a Confidential ConsultationLicensed to provide financial services in Ontario | FSRA Regulated
Deep expertise serving high-net-worth clients with insight and innovation
Capital M Financial has established itself as a trusted advisor to successful individuals, families, and business owners throughout Ontario. Our approach combines sophisticated investment strategies with comprehensive wealth planning to preserve and grow your legacy.
As a fully licensed and regulated firm under the Financial Services Regulatory Authority of Ontario (FSRA), we adhere to the highest standards of fiduciary responsibility and professional conduct.
Registration #: 22207349
Licensed to provide financial services in Ontario
Agent/Advisor
Marketing/Acquisition
Comprehensive solutions tailored to your goals
Protect your family's future and build legacy with tailored coverage options.
Safeguard your health and finances with customized health coverage solutions.
Comprehensive protection for unexpected events while you travel.
Protect your most valuable asset with dependable mortgage coverage.
Lump-sum benefits to help cover expenses after a serious diagnosis.
Income protection if illness or injury prevents you from working.
Important: Information provided is for educational purposes and does not constitute financial advice. Please consult a licensed professional before making decisions.
A structured approach to understanding and achieving your financial goals
Comprehensive assessment of your financial situation, goals, and values through confidential consultation.
Development of a customized wealth management plan tailored to your unique circumstances and objectives.
Execution of your personalized strategy with meticulous attention to detail and regulatory compliance.
Ongoing monitoring, regular reviews, and proactive adjustments to keep your plan aligned with evolving goals.
Schedule a confidential consultation to discuss your wealth management needs
505 Queensway East, Suite 218
Mississauga, Ontario
L5A 4B4
Monday - Friday: 9:00 AM - 5:00 PM
By appointment only