Why Choose Us?
Operating in Ontario’s Niagara Peninsula, CT Campbell Wealth Management is one of the area’s most established firms, offering a full range of financial planning services. We provide our customers with honest advice and consultation based on over 90 years of industry experience.
- 1. Our Unique Value Proposition CTCWMI’s value is in its relationship-based service model used with each and every customer - individuals, families, small business and large corporations alike. Since no two customers are the same, we assign a dedicated Financial Advisor to assess each client’s specific needs and then offer a range of product options for consideration.
- 2. Customer Choice and Flexibility Our firm represents over 30 Insurance and Financial Institutions which allows our Advisors to offer customers tremendous choice in insurance coverages and investment plans at highly competitive rates.
- 3. 24 Hour a Day – 7 Day a Week Assistance Our customers can feel assured knowing that the Team at MBC can be accessed 24/7/365 to respond to your questions and to help with unplanned incidences. We are committed to providing support to our customers whenever the need may arise.
Our Rich History
The A.P. McAvoy Agency was founded in 1923 by Ambrose McAvoy as a General Insurance Agency. It was located in the "Hydro Building" on Clarence Street in Port Colborne with the phone number TEmple4-3666. In 1947, after the serving in World War II and graduating from the University of Toronto, his son, Ken McAvoy, returned home to continue the family business. Ken McAvoy Sr. was President of the company for over 40 years and fashioned the business into what it is today.
In 1949 Harold Parker joined the firm and we became McAvoy & Parker Ltd. Along with the name change came Life, Disability and Group Insurance lines to better service our growing clientele. Harold also managed the Real Estate services that continued until his retirement in 1984. The year 1949 also found the company relocating to our present home in the newly completed building at 350 King Street, Port Colborne. After just 10 years, space was once again a problem, so in 1962 a 1-story addition was added for extra offices. The new section also housed the local Division Court first and later an expanded Real Estate section. In 1996 another addition was added to house the extra staff and computer systems.
It was the 1992 addition of McAvoy-Campbell Financial Services Ltd. that enabled our Firm to become a true full-service brokerage. Heading this division was Chuck Campbell after 14 years’ experience as an agent and as a manager of Confederation Life. Since then, additional Financial Planners have joined Chuck Campbell and Tim McAvoy at the firm: Larry Layne in 1992, Ken Burke in 1993, Tanya Franke in 2006 and Jordan McCormack in 2019.
In 2015, McAvoy-Campbell was reformed into CT Campbell Wealth Management Inc. with Ken Burke in 1993, Tanya Franke in 2006, Jordan McCormack in 2019 and Matt McCormack in 2021.