Corporate

Clear Focus Financial brings the expertise you need for comprehensive financial planning. We are dedicated to answering your questions, as well as creating wealth and security for you, your family, or your business. Clear Focus Financial assists you to articulate and express your goals, helping you build a plan to realize those goals.

PPI Solutions

At Clear Focus Financial we are affiliated with one of Canada’s largest insurance marketing organizations, PPI Solutions. By working with PPI Solutions, 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 more info please visit: www.ppisolutions.ca.

Clear Focus Financial

 

For the right type of client portfolios, we are also working with various private asset managers from across the nation. These platforms allow for competitive fees and access to public or private asset classes. With perfect liquidity and no lock-up periods, this allows us to further our offerings in terms of asset management. Some of our partners include:

• Newport Private Wealth
• Lonsdale Portfolios
• BCV Asset Management

By working with these firms, we have access to all the solutions you need to build a comprehensive plan. When it comes time to meet, Christophe Voegeli (BSc, CFP, CLU, CFA) will sit with you to plan a financial strategy, and will conduct all the analysis necessary for you to make informed decisions. Marnie Muma and Jessica Jackson will provide the administrative support that you need, from paperwork and scheduling to deadlines and databases.

At Clear Focus Financial, our focus is you.

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.

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