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.

Podcast

Local Investment Matters w/Guest Nelson Cheng – CEO Sterling Mutuals

Over the last year we have all looked for ways to support local business. This has led us to discover local companies we didn’t even know existed. One great Local story is our Mutual Fund Dealer, Sterling Mutuals. They happen to be the only National Mutual Fund dealer that is Located in Windsor Ontario. Sterling […]

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Podcast

What To Do With Your Tax Refund

Tax time is in full swing. Many could already have their tax refund cheque, others waiting for theirs, some of us owe. If you are expecting to get a decent tax return cheque this year, it is a good idea to make a plan for that money before it gets here, and a 75″ TV […]

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Podcast

Navigating 2021

The world is changing, and innovation is at an all-time high. Life is now happening in your living room and the world around is being driven by innovation. The necessity for contactless and secure technology services has left no industry untouched. In today’s episode of The Clear Money Mindset we are going to look at […]

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Podcast

The Benefits Of Charitable Giving

2020 has been taxing on families and businesses, but its also been hard for charities. This time of the year you would expect to walk into a mall and see a smiling facing ringing bells reminding you to consider giving to those in need. You could argue that this is a year where charities are […]

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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