Practical advice to help you thrive with your finances

No matter your stage in life, we are here to help give you realistic guidance to manage your finances and help you clarify your investment and insurance needs.

Confused about your dollars and cents?

Let us help you make sense of your finances.

1. Clarify your financial situation

2. Identify your goals & gain practical insights that are easily implemented

3. Change your financial future

4. Demystify investments & insurance

5. Provide solutions geared toward you

6. Simple strategies for anyone to use

Clear Money Mindset Podcast

Providing you with help and tips to manage your money in a clear and intentional way.

General

Are you getting the most out of your TFSA?

In this Episode we want to ask our listeners if you are getting the most out of your TFSA? Get a free TFSA Factsheet¬† When asked what TFSA’s are used for, many Canadians will tell you its a simple savings account where you pay no tax on what you make. Many institutions have sold them […]

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General

Seeing Past The Pandemic – Philip Petursson

What comes next? That is a question a lot of investors are wondering. Today we will try to see past the Pandemic, by looking at what has happened, some things that cause concern, and some positive things that have come out of all this. We will explore this with our Special Guest Philip Petursson Philip […]

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General

Building Certainty in an Uncertain Time

There is a lot of uncertainty right now in peoples finances, I want to take a few minutes to provide you with some tips that will help you and your family create more financial certainty in an uncertain time. A lot of us suffer from the problem of worrying about the things we cannot control […]

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General

Navigating your Emotions in Investing

Over the last few months markets have been stressful to navigate. In this Episode we speak with Jeff Hobson from CI Investments. He gives some great insight and tips for managing your emotions in a difficult market. The opinions expressed are those of the participants, are for informational purposes only, and do not necessarily reflect […]

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Our Process

We want to see our clients thriving with their money. We have developed a clear process to help you clarify your situation, establish goals, and thrive with your money.

Clarify Your Situation

We help you build a clear picture of your current financial situation so we can clearly see where we are today.

Identify Success

Everyone’s situation is different. Once we have a clear picture of where we are today, we need to paint a clear picture of what you want to achieve.

Thriving financially starts by setting attainable goals.

Implement Plan

We will help you create a plan to implement so that you can achieve your financial goals. This will give you easy steps to implement on day to day, so you can thrive year to year. In this step of the plan we help you match investments and insurance with the goals we have set out.

Contact Us

3615 Walker Rd., Unit 4 Windsor, ON N8W 3S6Telephone. (226) 221 9422Fax. (519) 915 1193