Guiding Your Financial Journey with Experience, Trust, and Care

About CK Wealth Group, iA Private Wealth

At CK Wealth Group, we’re more than financial advisors—we’re your partners in achieving financial clarity and confidence. For over 15 years, Greg Calpakis, CFP®, and his dedicated team have empowered individuals, families, and business owners with personalized wealth management strategies. Our process is simple yet effective: we listen, understand, and create customized plans that evolve as your needs change.

Why CK Wealth Group

Expertise You Can Trust

Years of experience in wealth management, cash management, retirement planning, and insurance* & living benefits.

Proactive Support

Ongoing reviews and adjustments to ensure your wealth grows with stability and peace of mind.

Client-First Approach

Financial plans tailored to your unique goals and life stages.

Commitment to Transparency

Clear, straightforward communication every step of the way.

Guided by Principles That Matter

Trust Through Transparency

We believe trust is earned through honesty, clarity, and open communication. At CK Wealth Group, you’ll always know where your financial plan stands, how your wealth is invested, and what’s next on your journey. Transparency is the foundation of every decision we make together.

Relationships Built On Care

At CK Wealth Group, we see every client as part of our extended family. Your goals, challenges, and successes matter deeply to us. We’re not just here to oversee your wealth; we’re here to support your dreams and aspirations, every step of the way.

Integrity in Every Action

Integrity is at the heart of everything we do. We hold ourselves to the highest ethical standards, always acting with honesty, respect, and fairness. Your trust is our most valuable asset, and we are committed to safeguarding it.

Your journey to financial confidence

A Client-Centric Approach

Every conversation starts with you – your goals, concerns, and aspirations.

Transparent Communication

We ensure every step of your financial journey is clear and actionable.

Ongoing Engagement

Expect regular updates and reviews to adapt to life’s changes.

What Our Clients Are Saying

Discover how Greg Calpakis has helped high-net-worth individuals, business owners, and families achieve lasting financial success.

Greg’s investment strategies have given me peace of mind through every market turn. My portfolio is stable, and I feel confident in my financial future.
Sarah M
Retiree
Thanks to Greg’s retirement planning expertise, I’m not only on track for my goals but also saving more for my family’s future. He truly understands what matters most.
John L
Business Owner
Managing my finances across the US and Canada used to be overwhelming. Greg’s guidance made it seamless and stress-free, allowing me to focus on what’s important.
Karen T
Entrepreneur

Let’s Build Your Financial Future Together

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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions. *Insurance products are provided through iA Private Wealth Insurance Agency, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.


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