Wealth Management

Managing money properly allows many people to live their dreams.

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.

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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