CAP Advisors Inc. was founded by Graham Carter in 1992. After a successful career in investment banking in Toronto and New York, Graham decided to work with his family and friends to improve their financial planning and wealth management. Early in his new career, Graham met Paul Leonard, one of the great practitioners in the life insurance business, and was introduced to the power of insurance as a tool for tax, retirement and estate planning.
CAP Advisors now manages over $1.5 billion of life insurance for 200 clients. We place policies with the largest carriers in Canada, including Canada Life, Manulife Financial, and Sun Life. We work with top law firms, accounting firms and investment counselors to help our clients define and build a solid and sustainable wealth management plan. A key building block to the overall plan is life insurance and this is our focus.