Wealth Management

Live Your Dreams Today

Clearly Focus Financial - Our Services: Wealth Management

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

Whether you dream of early retirement, growing a business, or helping your children through university, we can help you realize that dream. At Clear Focus Financial we focus on both public and private investment options, giving you more choice in your investments.  In fact, we can provide you with some choices that are simply not available from most other financial planners or the banks.

When we focus on asset management, we prioritize:

  • true diversification
  • making sure you have access to money when you need it
  • giving you options with little or no  tax consequences
  • giving you strong returns on your investments
  • ensuring you don’t outlive your nest egg, no matter how long you live

At Clear Focus Financial we can access a variety of asset classes, each offering different benefits. Some of these include:

  • stocks, which can grow with the economy
  • bonds, which are stable and safe
  • annuities and pension products, with guaranteed income for life, just like government employees get
  • land investments and real estate projects, with high return potential, the security of the land, and great protection from inflation
  • apartment building pools, with stable monthly cashflow paid to you or your RRSP, along with growth potential, and little to no tax paid on interest earned
  • resource stocks, with growth potential and tremendous tax benefits
  • mortgage pools, with monthly cashflow

When we focus on building your portfolio, your priorities become our  priorities, whether they concern:

  • retirement planning
  • education funding for kids
  • savings for short term goals
  • cashflow management

At Clear Focus Financial, we are proud to be able to build you the best plan possible.

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.


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