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Are Emotions Controlling Your Personal Finances?

Jun 6, 2022
Categories
Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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How Do I Know if a Financial Professional is the Right Fit?

Apr 20, 2022
Categories
Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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The New Normal Retirement

Apr 6, 2022
Categories
Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Charitable Giving: Doing Your Due Diligence

Mar 15, 2022
Categories
Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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A folder with the word "TAXES" on it. There is various stationery scattered around the folder.

Easy Tips to Take Time Off Taxes

Feb 9, 2022
Categories
Tax Planning
May 2nd is fast approaching. Here's how to stay organized so you can get your taxes filed.
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Why Financial Professionals Are Still Important

Jan 19, 2022
Categories
Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

Jan 12, 2022
Categories
Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Financial Resolutions: 7 Tips to Keep You Accountable

Dec 22, 2021
Categories
Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.

Why You Need an Investment Philosophy

Dec 15, 2021
Categories
Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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The Canada Pension Plan in 2022

Dec 3, 2021
Categories
Retirement
Let's talk about the contribution changes for the new year, and some CPP basics to consider.
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Small Business Owner Retirement: Dealing with an Unexpected Exit

Nov 3, 2021
Categories
Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier...
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Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Aug 26, 2021
Categories
Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting 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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  • 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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