Check out these useful resources.

CFA Society Edmonton 2018 Annual Report – Private Wealth Series

Association Membership Directories

Advocis Profile

CFA Society Edmonton 

Media & Podcast Appearances

CE Drive with Jason Watt, Ep. 9 – Retirement Planning
April 8, 2019

CE Drive with Jason Watt, Ep. 11 – Financial Planning Concepts 
June 11, 2019

“Your Goals, Your Way” – Q&A with Swiss Canadian Chamber of Commerce
April 23, 2019

Stay Fit and Save Money with Manulife Vitality

Looking for more ways to lower your life insurance premiums? Manulife Vitality rewards you for making healthy decisions. Each Vitality offering comes with a free wearable device, allowing you to track and monitor your health status, set goals, earn rewards, and save money. It’s a whole new approach to life insurance.

Take the test and discover your Vitality Age.

Or try this quick, 3-question quiz to determine your risk of disability, critical illness, or death before age 65.

Building Your Plan

At Clear Focus Financial, we help you build a plan to reach your goals, and show you how best to put your plan into action. Our objective is to make sure that your plan makes sense to you — that you feel comfortable with it, and that it gets you closer to where you would like to be. Even a small step in the right direction is better than no step at all, and we are here to help with that.

Read more

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