Alberta's Boutique Financial Planning Firm

Your Goals, Your Way

How We Grow Your Money

Your Goals, Your Way - Clear Focus Financial - Alberta Financial Planning Firm

Personalized, One-on-One Attention

We believe in providing Albertans with world-class, one-on-one financial services. In getting to know our clients, we listen to your needs and wishes, discuss your goals, and, together, build a plan to get you there.

Certified, Industry-Leading Advice

Your financial success in a fast-paced market is our top priority. Clear Focus Financial can promise you industry-leading advice because we are backed by professional designations and a fierce passion for practicing, researching, and teaching finance.

National Solutions Tailored to Albertans

As an independent firm headquartered in Edmonton, Alberta, we provide Edmonton & Calgary regions with the benefit of a local perspective while leveraging national resources. Working closely with Canada’s top insurance, banking, investment, and asset management providers, we have some of the best solutions in the country at our fingertips.

Your Goals, Your Way - Clear Focus Financial - Alberta Financial Planning Firm

20+ Years of Financial Planning Expertise

Chartered Financial Analysts - Clear Focus Financial - Alberta Financial Planning Firm

Chartered Financial Analysts

Certified Financial Planners - Clear Focus Financial - Alberta Financial Planning Firm

Certified Financial Planners

Chartered Life Underwriters - Clear Focus Financial - Alberta Financial Planning Firm

Chartered Life Underwriters

Advocis Membership - Clear Focus Financial - Alberta Financial Planning Firm

Financial Advisors Association Members

Our Services

Our Services: Financial Planning - Clear Focus Financial - Alberta Financial Planning Firm

Financial Planning

Your journey to financial freedom starts with a custom plan. Read More

Our Services: Wealth Management - Clear Focus Financial - Alberta Financial Planning Firm

Wealth Management

Together, we’ll diversify, grow, and manage your assets. Read More

Our Services: Insurance & Estate Planning - Clear Focus Financial - Alberta Financial Planning Firm

Insurance & Estate Planning

Let’s protect your family, business, and assets from the unexpected. Read More

Our Services: Banking Solutions & Investment Loans - Clear Focus Financial - Alberta Financial Planning Firm

Banking Solutions & Investment Loans

Mortgages, loans, savings, and more—we’ll find you some of the best solutions across Canada. Read More

Our Services: Group Benefits, RRSPs, & Health Benefits - Clear Focus Financial - Alberta Financial Planning Firm

Group Insurance, RRSPs, & Health Benefits

Attract and retain quality employees with our custom workplace benefits plans. Read More

Our Services: General Consulting - Clear Focus Financial - Alberta Financial Planning Firm

General Consulting

For those seeking one-time or project-based advice. Read More

Our Services: Financial Planning - Clear Focus Financial - Alberta Financial Planning Firm

Financial Planning

Your journey to financial freedom starts with a custom plan. Read More

Our Services: Wealth Management - Clear Focus Financial - Alberta Financial Planning Firm

Wealth Management

Together, we’ll diversify, grow, and manage your assets. Read More

Our Services: Insurance & Estate Planning - Clear Focus Financial - Alberta Financial Planning Firm

Insurance & Estate Planning

Let’s protect your family, business, and assets from the unexpected. Read More

Our Services: Banking Solutions & Investment Loans - Clear Focus Financial - Alberta Financial Planning Firm

Banking Solutions & Investment Loans

Mortgages, loans, savings, and more—we’ll find you some of the best solutions across Canada. Read More

Our Services: Group Benefits, RRSPs, & Health Benefits - Clear Focus Financial - Alberta Financial Planning Firm

Group Insurance, RRSPs, & Health Benefits

Attract and retain quality employees with our custom workplace benefits plans. Read More

Our Services: General Consulting - Clear Focus Financial - Alberta Financial Planning Firm

General Consulting

For those seeking one-time or project-based advice. Read More

Let’s Build Your Plan Today!

At Clear Focus Financial, we help you build a simple plan to reach your goals and show you how best to put that plan into action. We will empower you with knowledge and confidence, working together to get your financial future on track.

BOOK NOW

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