BruceLindsayClearWealth

Bruce Lindsay - B.Comm. CLU, CHFP, CFP
Partner

Bruce Lindsay is a founding partner at ClearWealth Advisors Inc.. 

A native of Montreal, Bruce began his career in financial services a year after finishing his B.Comm. at McGill University in 1987. He moved to Vancouver in 1990 for lifestyle reasons and has never looked back.

Like any expert, Bruce has spent a great deal of time developing depth in his field.  He has earned his Chartered Life Underwriter (CLU), Chartered Financial Consultant (CHFC) and Certified Financial Planner (CFP) designations.

He has specialized in providing full-service, comprehensive wealth management to incorporated professionals since 1996 with a focus on helping each client optimize their wealth through ClearWealth’s proprietary planning system, the Wealth Optimization Program.

Over the years, Bruce has been recognized with awards for his excellence & passion for what he does, including the Gold Medal for the top mark in Canada for the Chartered Financial Consultants designation and, most recently, a Five Star Wealth Manager award as publically rated by his peers and colleagues.

He has been a key note speaker, as the financial planning expert, at various industry conferences and information seminars over the years, sharing key strategies to implement in order to best ensure each client achieves financial peace of mind.

He adheres to the West Coast mantra of a balanced life, playing hockey, golf and tennis and taking ample time off with his wife Jenni and kids, Kasia and Jack, each year.

 Mutual Funds provided through FundEX Investments Inc.

Brendan Leathem

Brendan Leathem - CLU, CFP
Associate Advisor

Brendan attended the British Columbia Institute of Technology where he completed both the Integrated Business Management Systems, and the Canadian Financial and Investment Management, programs.  He then went on to earn his Certified Financial Planning (CFP) designation in 2006, and his Chartered Life Underwriter (CLU) designation in 2013.

Brendan entered the financial industry in 2003 and has been with ClearWealth since 2004.  For his entire career he has specialized in working with high net worth families helping them accomplish their financial goals.  He has provided direction to all of the firms clients with regards to investment and retirement planning, estate conservation and planning, tax and philanthropic strategy, corporate structure and income protection.

He is asked to speak to and share his experience and knowledge with a variety of professional firms and medical organizations in Vancouver.

Brendan lives downtown Vancouver and spends his spare time in the gym and trying to keep up with his young son.

 

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Edmond Chow
Planning Coordinator

Edmond is originally from Vancouver and has been working in the financial services industry for over 10 years.  He holds his BBA, Financial Management Certificate, CFP and CLU - Level one designations.  Edmond started with ClearWealth in 2005 and worked with the team until 2014 when he took a short hiatus to join Vancity as a Wealth Planner.  He rejoined ClearWealth in March 2016 and we are very happy to have him back.  Edmond's areas of expertise are vast, but he particularly enjoys the analysis and plan development aspects of his position.

In his spare time, Edmond loves to spend time with his wife and 2 daughters.  He is also an avid sports fan and a true foodie who always knows the best places to eat and can whip up most any dish with a chef's expertise! 

 

 

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Michelle Hebert - B.A
Manager of Operations and HR

 

Michelle joined the ClearWealth team in 2018, bringing with her a strong background in operations and people management. Michelle is responsible for strategic planning, business development and the overall operations of ClearWealth.  She is also responsible for the firm’s human resources including recruiting and training, and the management of the team.

In her spare time, Michelle enjoys spending time with her partner and family, and loves any outdoor activities, particularly those that she can enjoy with the company of her border collie, Buzz.

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Amanda Costo
Client Service Coordinator

 

Amanda is the first point of contact at ClearWealth, and enjoys greeting clients for their appointments. She joined the ClearWealth team in 2014, bringing with her extensive experience in customer service and administration. Amanda ensures the office is organized and assists in other departments, as needed. Since being with ClearWealth, she has developed an interest in marketing and looks to further pursue her education in this field.

In her spare time, Amanda enjoys writing music, spending time with her family and cooking.