# Korkus Wealth Management

> Independent, CIRO-regulated wealth management and financial planning firm based in Lakefield, Ontario, serving Peterborough, the Kawarthas, and clients across Ontario.

- Legal name: Korkus Wealth Management
- Founded: 2024
- Founder: Michael Korkus (Founder & Financial Planner)
- Address: 12 Bridge St, Unit 202, Lakefield, ON K0L 2H0, Canada
- Phone: 705-775-3100
- Email: mkorkus@korkuswealth.ca
- Locale: en-CA
- Areas served: Lakefield, Peterborough, Kawartha Lakes, and the Province of Ontario
- Dealer: Designed Securities Ltd. · Custodian: Aviso Wealth · CIRO-regulated · CIPF member

## What we do

Korkus Wealth Management provides independent, personalized financial advice. As an independent firm we are not tied to a single institution or product lineup, which lets us tailor objective strategies to each client's goals.

## Key pages

- Home: https://korkuswealth.ca/
- About & team: https://korkuswealth.ca/about
- Services overview: https://korkuswealth.ca/services
- Financial planning: https://korkuswealth.ca/services/financial-planning
- Investment planning: https://korkuswealth.ca/services/investment-planning
- Risk planning (insurance): https://korkuswealth.ca/services/risk-planning
- Tax planning: https://korkuswealth.ca/services/tax-planning
- Estate planning: https://korkuswealth.ca/services/estate-planning
- Business planning: https://korkuswealth.ca/services/business-planning
- FAQ: https://korkuswealth.ca/faq
- Contact: https://korkuswealth.ca/contact

## Notes

- Nothing on the site constitutes investment advice; content is informational only.
- Insurance services are offered through Financial Horizons and regulated by FSRA, separate from the securities business offered through Designed Securities Ltd.