About Us

 

Based in Oakville, Ontario, CK Wealth Management was founded by John Cruise and Frank Katsilieris to provide highly personalized and holistic wealth management services - the kind of experience typically only offered to ultra-high net worth clients.

Through their combined wealth management and family business backgrounds, John and Frank provide a well-rounded perspective to business owners and professionals.

 

Our Team

 
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John Cruise, CFA

John has worked in the financial services industry for over 25 years and has served clients directly since 2003.

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Frank Katsilieris, CIM, CIWM

Frank grew up in a family business and has spent most of his career working as the right-hand person to business owners.

 
 
 
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Cheryl Wallace

Cheryl works directly with our clients and behind the scenes with Frank and John to keep everything on track and communications flowing.

Jeanette Lind

Jeanette brings her wealth of administrative expertise to our team, helping us all improve our client service and experience.

 
 

Strategic Partners

We work closely with a team of strategic advisors including accountants, insurance professionals and estate planning experts to provide well-rounded advice to our clients. We consider our strategic partners a part of the CK Wealth Management team.

 
 
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Carm Criminisi, CPA, CA

Carm is a Partner in MNP's Private Enterprise area in the Burlington office.

 
 
 
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Financial Horizons Group is the leading, national, Canadian-owned and operated Managing General Agency (MGA) that offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada.

For over 20 years Mackenzie Private Wealth has helped Canadian Financial Advisors provide their clients with a superior wealth management experience. Now more than ever, having a trusted Advisor that can deliver a team of knowledgeable investment and tax and estate planning experts is essential to meet the complex planning needs of many Canadian Families. Mackenzie Private Wealth is a division of Mackenzie Investments.