Kaplin Hampson AssociatesEarl Kaplin and Jeremy Hampson
Does your investment advisor meet all of your wealth management needs?
There is a tremendous advantage to having one contact for all of your wealth management needs.
Who are we?
We are the experts you need who will simplify the complex elements of your wealth. We have the skills, strategies and support of our in-house* accountants, lawyers and estate specialists to provide you with complete financial advice to meet your life goals.
Who do we help?
Families in Business
Families of Wealth
How can we help you? Will you be ok? Do you have enough to retire?
By acting as a financial coach on your team, we coordinate with lawyers, accountants and other professionals to pull together one Complete Plan, ensuring nothing is overlooked. We help you build the right strategy, help you avoid the big mistakes and provide you with peace of mind.
One Complete Plan:
Insurance products and services provided through Assante Estate and Insurance Services Inc. *Certain wealth planning services may be provided through your advisors or the experts at the Wealth Planning Group of Assante Private Client, a division of CI Private Counsel LP which is an indirect, wholly owned subsidiate of CI FInancial Corp.
We are fortunate to have formed excellent partnerships and friendships with many of our clients. Here's what our clients Tarina and Robert are saying about us.