You've spent a lot of time and worked hard to get where you are today

You deserve the same when it comes to your wealth management

You've spent a lot of time and worked hard to get where you are today

You deserve the same when it comes to your wealth management

You've spent a lot of time and worked hard to get where you are today

You deserve the same when it comes to your wealth management

When it comes to your wealth, do you have a written plan and an expert team to help you manage it?

Why work with ClearWealth?

We have worked with business owners, incorporated professionals and professional athletes for over 25 years and understand the unique challenges they face.  We collaborate with other advisors, such as your lawyer and accountant, to build a plan that allows you to achieve your goals and eliminate financial pressure.

 

Do you find yourself asking...

  1. How do I protect my biggest asset - myself?
  2. How do I ensure my investments are aligned to best achieve my financial goals?
  3. How should I manage my cash flow?
  4. What are the best tax strategies?
  5. How do I ensure my family is looked after?

Through our proven consultative process we will help you answer these questions and work with you to determine where you are now and where you would like to be in the future.  We will then build a customized plan to best ensure you get what you want, when you want.  

"Bruce Lindsay and ClearWealth Advisors gives us a sense of confidence with our financial future. We trust this professional group to provide us with the information we need to make sound, financial decisions. Bruce helps us by researching and informing us of the best financial options based on our personal needs. This individual approach helps us feel reassured that our future is secure."

Dr. Danny Fedder and Janie Venis, Dr. Danny Fedder Inc.

“Bruce and his staff have made the often difficult task of financial planning into an enjoyable experience and I look forward to
his annual reviews of my financial health.  Bruce and his team at ClearWealth have helped me articulate my goals and put a plan into action to achieve them. They have shown me how to best structure my companies and my investments to allow me to get there as quickly as possible. One of the things I value most about working with Bruce and ClearWealth is that they have created a financial plan for me that is adaptable. Their ongoing attention to my plan allows me to feel confident that I’ll reach my goals even as my situation changes. It is with unyielding confidence that I endorse Bruce Lindsay and his team.”

Dr. Randy Gascoyne
Randy D. Gascoyne, MD, FRCPC
BC Cancer Agency & the BC Cancer Research Centre