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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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5 Things to Teach Your Kids About Finances

Apr 8, 2019
If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with...
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Term Life or Whole Life Insurance – Which is Right for You?

Apr 1, 2019
The decision to buy life insurance is one of the most important that we can make in our financial lives. It requires...
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The Infidelity of Financial Affairs

Mar 25, 2019
A recent survey conducted by GK Roper revealed that nearly 55% of respondents reported hiding some aspect of their...
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Financial Planning with Life Insurance

Mar 18, 2019
Most people are familiar with the basic concepts of life insurance and understand that some level of protection is a...
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Should You be the Bank of Mom and Dad to Your Adult Child?

Mar 11, 2019
What to do when Your Adult Child Comes Looking for a Loan It’s an unfortunate sign of the times that an increasing...
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Term Life Insurance and the Single Woman

Mar 4, 2019
In practice, the question often arises as to why a single woman should own life insurance. Before answering it, it might...
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New Home Financing Checklist

Feb 25, 2019
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If...
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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
  • How We Help
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    • 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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