As a business owner you have invested countless hours to ensure the success of your company. Your vision and leadership have enabled your company to enrich the lives of your employees and clients while adding significant value to your community. As a result of your focus and determination, your corporation has likely grown to become your largest asset.

Ultimately your goal is to use this asset to enable you and your loved ones to live the lifestyle you desire and deserve. Perhaps you also want to provide a legacy for your family or favourite charity. Due to the time and energy devoted to growing your business, you likely need trusted advice to attain your goals.

Clearstone Wealth Advisors Inc. wants to be your personal chief financial advisor. What makes us different? First, we truly endeavour to fully understand your values, dreams and goals. Then we work with you to implement strategies to tax effectively attain your most important objectives. We call this planning with purpose.