Trusted Financial Partners, Building Wealth for Families Since 1990

A Legacy of Excellence in Wealth Management Since 1990

Founded in 1990 in the West Island of Montreal by Earl Kaplin, KHB Capital has been a trusted partner for families navigating complex financial landscapes. Earl, one of Canada’s first Certified Financial Planners (CFP), achieved this distinction with the founding group in 1996. He also served on the boards of the Canadian Association of Financial Planners and the Corporation Professionnelle des Administrateurs Agrées, contributing significantly to the profession. Today, Jeremy and Olivier proudly carry on his legacy, managing over $425 million in assets for 80 families with the same dedication to personalized service and financial expertise.

What’s next for KHB?

Having successfully grown to serve 80 families with $425 million in assets under management, KHB Capital is poised for strategic expansion while remaining true to our core principles. Our next chapter focuses on carefully scaling our client base and asset portfolio without compromising the personalized attention that defines us. We’re enhancing our digital capabilities, expanding our advisory team with specialized expertise, and introducing innovative wealth management solutions tailored to evolving client needs. Throughout this growth, we remain steadfastly committed to our founding mission: providing dedicated, relationship-driven financial guidance with unwavering integrity.

At KHB Capital, expansion means bringing our distinctive approach to wealth management to more families who share our values.

The Strength Behind Our Expertise

We are part of CI Assante Wealth Management, one of Canada’s leading integrated wealth management firms. Founded in 1995 and joined with CI Financial in 2003, CI Assante combines decades of experience and resources to provide exceptional service. Together, our network of over 1,300 advisors manages $172 billion in Canadian wealth management assets for more than 650,000 clients nationwide. With a full suite of financial planning services—including retirement, tax, estate, investment, and risk management—CI Assante ensures we have the expertise and tools to help you achieve your financial goals.

Your Financial Health, Simplified

Our process begins with a friendly welcome and an exploratory conversation to discover what matters most to you. We take the time to understand your unique situation through comprehensive discussions, carefully evaluating your aspirations and circumstances. Based on this detailed understanding, we then craft a customized strategy captured in your Personal Financial Policy Statement (PFPS). Similar to a thoughtful physician who thoroughly examines before prescribing, we ensure we have a complete picture of your financial wellbeing before offering our guidance and recommendations.

Meet the Experts Guiding Your Financial Journey

  • Jeremy Hampson

  • Olivier Brasseur

  • Earl Kaplin

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Empowering Your Financial Journey with KHB Capital

Discover how KHB Capital helps professionals, business owners, and families simplify complex wealth challenges. With a personalized approach and expert guidance, we ensure every aspect of your financial well-being is covered.

Experience the KHB Capital Difference

Guided by expertise, transparency, and trust, KHB Capital is dedicated to empowering you to reach your financial potential. Let’s connect to explore how we can make your wealth work for you.

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