Computer Recycling Program

In an effort to support our environment, provide our customers with a cost-effective, easy way to dispose of their unused computer equipment and comply with local equipment disposal laws, we are announcing a new computer equipment recycling program. Here’s how it works:

At your request, we will recycle your used computer equipment for you. Computers will have their hard drives rendered inoperable (so that there is no possibility of anyone extracting data from them). We will then transport your equipment to a certified computer equipment recycling center for proper disposal.

To encourage as much participation in this program as possible, we are keeping the fee for this service to a minimum. To have your computers recycled, simply:

  1. Complete the form below, indicating the quantity of each item to be recycled
  2. Drop your equipment off at our office (along with this form), or give your equipment to one of our staff persons when they are at your office for another engagement
  3. We will send you an invoice for the service fee

Computer Equipment Recycling Program (PDF)

Investment Advisory Overview

We are a fee-only financial planning and investment advisory firm.  This means our fees are based on services performed, not investments sold. We believe that by being fee-only, rather than commissioned-based, we provide objective investment advice  tailored to your needs.

We pride ourselves on the quality of people who work at Canon Capital Investment Advisory. When hiring additional staff we look for individuals who have excelled in  their profession while balancing work, family and community activities.

We believe that our unique combination of experience, education and genuine personal concern enables us to assist our clients in many ways not found elsewhere. Canon Capital Investment Advisory believes that the growth of our firm can be attributed to our unique approach and philosophy. We look forward to meeting the ever changing needs of both our current and prospective clients.

Disclaimer:  This web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or  offer to sell securities or investment advisory services except, where applicable. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable. Nothing on this web-site should be interpreted to  state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness

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Disaster Recovery

Is your business ready for a disaster?

It seems like there is always a story in the news of some natural disaster – tornadoes, earthquakes, hurricanes, and wildfires.  It makes me wonder:  “Is there really any place that is safe, or immune from such calamity?” Of course, the answer is no. Therefore, this would be a great time for you to fine tune or implement a disaster recovery and business continuity plan for your business.

Disaster recovery is being able to continue your business critical functions after an unforeseen interruption.   It is easy to see how something “big” like the disasters mentioned above can severely impact your business. But what about more common “disasters” such as a power outage, internet going down, a server malfunctioning or simply unplugging a piece of equipment accidentally?   Ideally, your business continuity plan will allow you to recover your programs and data to a point very close to when the disaster occurred.

When putting together a disaster recovery plan, many factors need to be considered. First and foremost is your data.  Ask yourself, “How is my data being backed up? How would I get to that data in the event of a disaster?”   A common mistake most people make is to faithfully do a backup of their data, and then leave the backup media (disk, flash drive, tape, etc.) in the same building – or even the same room – as their computer systems or servers.  If the building were to burn down, your backup would go with it and you would be left with nothing to recover from.

One way to begin developing a business continuity plan is to define the word “disaster” in the context of your business.  Ask yourself “What level of interruption do I need to protect my business from? Can I afford to be down (without computer system, programs, data for example) for 1 day, 1 week, 1 hour?  How long can I afford to be without power, telephones or internet access?”   Answering these questions will help to give some shape to your plan. If you can afford to be down for a week, then you will not need as much in the way of redundant systems and infrastructure which will save on up front and ongoing costs.  However, if you really cannot afford to be down for more than a few hours, a more comprehensive plan will need to be developed.  This may include redundant hardware and telecom circuits, standby or backup servers, off site backups, and perhaps moving towards cloud (internet hosted) services for some of your mission critical applications.

As your trusted technology advisors, we are here to help you navigate the development, implementation, and ongoing testing of a business continuity solution. If you have any doubts about your emergency plan, it would be our privilege to work with you in developing a solution that brings you security and peace of mind.

CPA Services

Our team of CPAs works with corporations, LLCs, partnerships, individuals, and not-for-profit agencies to plan, measure, and analyse their financial results through goal-setting, planning, and recommending improvements in efficiencies to accounting and computer systems.  We further recommend tax strategies and technology-based solutions to benefit our clients.

In addition, our CPAs work with the other Canon Capital divisions as well as our well established network of lawyers, bankers, insurance agents, and other professionals to provide unique tailored solutions for your needs.

Services Provided by our CPAs

  • Business Start Up Planning & Assistance
  • Bookkeeping
  • Cash Flow & Budgeting
  • Forecasts & Projections
  • Compiled & Reviewed Financial Statements
  • Tax Analysis & Proactive Planning
  • IRS and other Audit Representation
  • Tax Return Preparation – Business Entities
  • Tax Return Preparation – Individuals
  • Tax Return Preparation – Trusts & Estates


2016 Peer Review Report


Personal Financial Planning

Our team of PFSs (Personal Financial Specialists) work with individuals in a variety of areas including financial planning, income tax planning, insurance planning, investment planning, charitable planning, and financial independence.

Services Provided by our PFSs:

  • Retirement Planning & Social Security Planning
  • Assistance With Drafting Wills, Living Wills, & POAs
  • Trust Establishment
  • College Tuition & Scholarship Planning
  • Personal Net Worth Analysis

Business Advisory

At Canon Capital, we know what it’s like to lose sleep over tough business challenges, especially in today’s environment.  Our team of Certified Management Accountants (CMAs) have years of experience in working with business owners to create strategies that work.  Whether you are looking to grow your business or looking to start, acquire, or sell a business, we will help you work through the issues and make the right decisions.

Services Provided by our CMAs and Business Advisors:

  • Acquisition & Disposal Strategies
  • Capital Structure & Entity Advice
  • Controller Services
  • Organizational Management

High Net Worth Individuals

Canon Capital Investment Advisory has been in business for over 25 years providing comprehensive wealth management solutions for high net worth individuals, specializing in helping clients transition their 401(k) retirement accounts into retirement rollover accounts.  We start with a foundation of trust.  As your fiduciary, we follow a certified investment process that adheres to the industry’s best fiduciary practices.  This ensures that our interests are aligned with those of our clients.  Through strategic asset allocation and diversification, we develop a customized solution for each unique client based on risk tolerance and expected return.  We have a dedicated team of advisors and client service personnel whose primary focus is for each individual client to experience long term retirement security.

Investment Advisory
– High Net Worth
– Trust
– Precious Metals Consulting

Family Office Services

Canon Capital’s Family Office Services is the preferred choice for wealthy families with unique circumstances and needs.  We are capable of serving families who seek to sustain wealth across generations, or simply need a “Chief Financial Officer” to oversee and manage all of their financial affairs.  Our highly-qualified team of advisors works with each client to determine how they want to best manage the complexity in their lives.  We are fully integrated with our Certified Public Accountants, Investment Advisory and Financial Planning business units, which allows us to effectively implement solutions tailored to meet your specific needs.


Further Reading:
pdfThe Uniform Family Office – Practices and Procedures for the Cloud-Centric Virtual Family Office

Wealth Management Overview

At Canon Capital, we take the “Fright Factor” out of investing. We help you make wise investment choices.  In today’s complicated, volatile marketplace, investing can be a scary responsibility. Canon Capital’s Investment Advisors work with business owners and personal investors to help make better decisions.

Canon Capital is a fee-only firm, rather than commission-based, which allows our advisors to offer more objective investment advice.

We understand that you are unique. We take the time to learn about the needs of our clients and then develop a comprehensive service plan that acutely reflects those needs.  Our combination of process, service, and client communication gives each client clear expectations and the confidence of knowing that they have a trusted Advisor.

Pursuant to Rule 204-5 of the Investment Advisers Act of 1940, we have created a Client Relationship Summary (Form ADV Part 3) which provides a brief summary of our relationship with our clients. Click here to review.

Professional Services Include:

The Value of Working with an AIF® or AIFA® Designee

A “fiduciary” is someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility. A fiduciary is required by law to always act in the best interests of their client, beneficiary, or retirement plan participant. Yet, many fiduciaries are not even aware of their duties and responsibilities.

How Clients Benefit From Their Advisor’s CEFEX Certification

CEFEX-certified Investment Advisors proudly display the CEFEX Mark.  Voluntarily, they undergo annual fiduciary assessments conducted by independent expert analysts.  The resulting assessment reports are reviewed by a separate registration committee.  This program can be thought of as a sophisticated peer-review system.