World-Class, One-On-One Financial Services
With over 20 years of experience helping clients build their holistic plans, Christophe Voegeli (BSc, CFP, CLU, CFA) and his nimble team are thrilled to help clients grow and prosper. As an independent firm with access to national resources, Clear Focus Financial offers clients unmatched service and some of the best financial solutions across the country.
We bring the expertise and reliability you need for comprehensive financial planning. Providing personalized, one-on-one attention, we answer all your questions, assist you to articulate and express your goals, and help you build a plan to realize those goals.
We are affiliated with one of Canada’s largest insurance marketing organizations, PPI. By working with PPI, we have access to the broad financial industry including providers of: insurance; banking and lending solutions; pension investments; and many other investment products tied to stocks, bonds, real estate or derivatives.
For the right type of client portfolios, we work with various private asset managers from across the nation. These platforms allow for competitive fees and access to public or private asset classes. With access to capital and no lock-up periods, this allows us to further our offerings in terms of asset management.
We investigate the marketplace and present back the solutions that make the most sense for your goals and limitations. When it comes time to meet, Christophe Voegeli will sit with you to plan a financial strategy, and will conduct all the analysis necessary for you to make informed decisions. Our team will provide all the administrative support that you need, from paperwork and scheduling to deadlines and databases.