Our Team
Our Leadership
The founders of CCR Wealth Management—Claudio Calabrese, Claudio Di Giambattista, and Roy Khawam—bring extensive expertise and leadership to our organization. As Senior Investment Advisors, we specialize in delivering individually tailored investment portfolios, strategic asset management, and comprehensive wealth management services.
Our team includes Financial Planners, Investment Advisors, and Financial Security Advisors, all of whom collaborate with our clients' network of professionals, such as tax lawyers, accountants, and notaries, to provide holistic and seamless financial solutions.
With years of experience and a proven track record of excellence, we are also deeply committed to developing and mentoring top-tier Investment Advisors. This dedication has been a cornerstone of our success, positioning us as one of the largest teams 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.
