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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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Leave your Legacy through Planned Giving

Jan 8, 2021
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Should I Take My Canada Pension Plan Payments Early?

Dec 10, 2020
The Canada Pension Plan (CPP) is a retirement benefit available to most working residents of Canada. With the exception...
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How to Finance Your Dream Car

Nov 26, 2020
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation...
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Understanding Exchange-Traded Funds

Oct 21, 2020
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar...
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Using the FIRE Movement to Gain Financial Independence 

Sep 15, 2020
Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people...
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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
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    • Our Philosophy
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  • 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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