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Debt and Retirement - How to Handle both when Nearing Retirement

Dec 16, 2019
An increasing number of Canadians are facing an uphill battle just trying to save enough and earn enough on their...
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What Should You Really Expect with Regards to Your Child’s Post-Secondary Education Costs?

Dec 9, 2019
It’s no secret to any parent with aspirations of paying for their child’s post-secondary education that the cost of...
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When a Disability Strikes

Dec 2, 2019
It happens when you least expect it - a fall from a ladder, a skiing accident, a serious illness- no one plans to become...
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The Five Disability Insurance Mistakes People Make

Nov 25, 2019
1.
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How to Choose the Right Investment Advisor

Nov 18, 2019
With the proliferation of investment and personal finance websites, investors have access to a boundless number...
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Investors: Beware of the Herd

Nov 11, 2019
If you’ve ever seen it, it’s one of those things you’ll never forget – the mass migration of hundreds of thousands of...
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Long-Term Care as Part of Your Multi-Generational Plan

Nov 4, 2019
For anyone who has dealt with an aging parent or grandparent the concept of long-term care is likely a familiar one...
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Planning for the Long, Long-Term

Oct 28, 2019
Most people looking to implement a financial plan are making decisions with the long-term in mind. While what “long-term...
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Your Protection Strategy Needs a Legal Foundation

Oct 21, 2019
Any protection strategy that focuses only on insurance can leave you and your family vulnerable to the threat of a legal...
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Your Essential Primer in How to Buy Life Insurance

Apr 29, 2019
Asking “how” to buy life insurance presumes that you’ve moved beyond the “why”, which is a big leap forward; however, it...
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Life Insurance - What is Whole Life Really Anyway?

Apr 22, 2019
Although whole life insurance, in its present form, has been around for over a century, it remains somewhat of an enigma...
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Refinancing Your Mortgage: It’s not just about the rate

Apr 15, 2019
These are truly remarkable times in the mortgage industry. Mortgage rates are still at their lowest point in more than...
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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
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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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