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An older man relaxing and laying down in an inner tube on relaxing water.

Retirement nearing? Do these 5 things first.

Mar 23, 2024
Categories
Retirement
Family
Savings
Lifestyle
Tax Planning
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision...
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A brain surrounded by circles representing brain waves

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Feb 9, 2024
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d...
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Person holding jar of coins with a 'savings' label

Bad Money Habits: How They Vary by Generation & How to Break Them for Good

Jan 10, 2024
Categories
Investments
Finance
Savings
Lifestyle
What was the last money mistake you made? If you’re like most folks, you’ve made at least one upsetting money mistake in...
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Man reading newspaper next to laptop and phone

Your Brain on Fear & Greed: Why It’s Hard to Stop the Fear-Greed Cycle (& How to Break It)

Nov 15, 2023
Categories
Investments
Savings
What happens when you start to feel afraid or greedy? Do you feel like taking your time and waiting to make your next...
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Couple walking in a field with the ocean in the background

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Oct 24, 2023
Categories
Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay...
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Set of keys beside miniature house

Negotiating a Great Mortgage in a High Rate Environment

Oct 11, 2023
Categories
Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While...
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Business page of a newspaper

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Sep 28, 2023
Categories
Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic...
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Person writing a list in a notebook

How to Stop Subconsciously Sabotaging Your Financial Goals

Aug 23, 2023
Categories
Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our...
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Two women meeting in an office space.

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Aug 9, 2023
Categories
Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive...
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Woman with graduation cap looking at the sky

Navigating the Post-Cancellation Era of Student Loans

Jul 26, 2023
Categories
Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where...
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Man sitting on bench in park

5 Amazing Places to Retire Outside of the U.S.

Jul 12, 2023
Categories
Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Two people at work high fiving at a desk

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Jun 28, 2023
Categories
Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your...
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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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  • Home
  • About Us
    • Our Team
    • Our Process
    • Our Philosophy
  • How We Help
    • Business Owners
    • Professionals & Executives
  • Services
    • Financial Planning
    • Investment Management
    • Business Succession Planning
    • Understanding Investment Costs
  • Blog
  • Contact

Company Address

710-112 Kent Street
Ottawa ON K1P 5P2

Phone: 613.523.1999
Fax: 844.656.3931
Email: info@clearstonewealth.com

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