Make your future-self proud of the money decisions you make today.
We’re an all-in-one financial services firm in Ontario that grows your wealth and protects your assets. Financial plans, insurance solutions, and investment strategies built custom for you and then managed to grow with you.
I want to
If you're tempted to choose all of the above, you're in the right place.
Financial planning is overwhelming—especially when you have a family to take care of.
We help our clients navigate these questions in their financial plan and investment strategy.
At CC&Associates, our priority is to make you feel financially secure so you can make the most out of every milestone.
Pay off student debt
Save for your wedding
Travel the world
Invest in your child's education
Buy your dream home
Retire without working
Build wealth you can enjoy today and appreciate in your retirement.
Our holistic financial strategies help clients afford what they want today and in the future.
Our Financial Services
Ambitious Financial Plans
Proactive Insurance Solutions
Stable Investment Portfolios
We assess your current financial situation, then customize your financial plan to meet your short and long-term goals.
AMBITIOUS FINANCIAL PLANS
STABLE INVESTMENT PORTFOLIOS
We build an investment strategy that matches your risk tolerance so you feel comfortable with your investment portfolio.
5-Day Personal Finance Course
We’ll send you one email a day for 5 days, with a advice on how to save, budget, and plan for your future goals. Your future self will thank you.
We make sure your wealth and assets are protected with insurance solutions that give you peace of mind.
PROACTIVE INSURANCE SOLUTIONS
A mother-daughter duo demystifies finance with answers to hot money topics and concerns from millennial women.
SUBSCRIBE
Fast-track your financial literacy with this mini-course.
Financial lingo and strategies you'll wish you'd known sooner. But don't worry; it's never too late to improve your financial intelligence.
Get your questions answered and find out if you need a financial plan.
Consult call is complementary