Our Team
Our Leadership
The founders of CCR Wealth Management are Claudio Calabrese, Claudio Di Giambattista, and Roy Khawam. As Senior Investment Advisors, we provide individually tailored investment portfolios, asset management and comprehensive wealth management services. Our team consists of Financial Planners, Investment Advisors, Financial Security Advisors and will work with our clients' network of experts, including but not limited to, tax lawyers, accountants, and notaries.
With years of experience and a track record of delivering great service, we also develop and mentor top tier Investment Advisors in one of the largest Assets Under Administration office within Manulife Wealth Inc.
Our Advisors
At CCR Wealth Management, Manulife Wealth Inc., we help you achieve your goals by providing unbiased financial advice so you can make informed financial decisions. We understand that each person's needs and circumstances are unique and create tailored plans to help you achieve your objectives. We are full-service advisors who specialize in helping discerning entrepreneurs, wealthy individuals, and families - including their private corporations, trusts, estates, and foundations. Our expertise is best suited to clients seeking a combined focus of long-term growth and capital preservation.
