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Blog

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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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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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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The Basics of Keeping a Balanced Investment Portfolio

Jul 2, 2021
Categories
Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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The Pros and Cons of Investment Apps

May 14, 2021
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional...
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The Difference Between Old Age Security and The Canada Pension Plan

Mar 25, 2021
You may be familiar with some of the federal retirement programs available, but do you really know the differences...
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Selling Your Home After Retirement: The Benefits of Downsizing

Mar 15, 2021
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Senior couple in a meeting with a financial professional

The Risk of Reverse Dollar-Cost Averaging for Retirees

Mar 4, 2021
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Financial Management for Couples: When a Spender and a Saver Fall in Love

Feb 8, 2021
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a...
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What Happens to RESP Funds if Your Child Doesn’t Go to College?

Feb 1, 2021
A Registered Education Savings Plan is a great way to make sure your children have the funds to pursue higher education...
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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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