- Windsor Office (519) 254-7521
- Sarnia Office (519) 337-2001
- Tilbury Office (519) 607-0379
Connect with one of our award winning advisors to find out.
Connect with one of our award winning advisors to find out.
Our unique goal-based financial solutions are designed to help you increase your wealth. We also offer insurance strategies so your future is secure, no matter the outcome.
RJ Rau & Associates, now ClearPath Wealth Group, began in 1983 to ensure that families were supported financially both long-term and short-term through retirement planning, insurance and investments. Ron’s family-oriented approach has led his son David to join the company in 2017 and together, they have worked closely to transform the business into what it is today. ClearPath Wealth Group – a family-first practice with a planning-oriented approach and a sole focus on the support of the individual through bespoke processes.
Formerly known as RJ Rau & Associates, now ClearPath Wealth Group, began in 1983 to ensure that families were supported financially both long-term and short-term through retirement planning, insurance and investments. Ron’s family-oriented approach has led his son David to join the company in 2017, and together they have worked closely to transform the business into what it is today. ClearPath Wealth Group – a family-first practice with a planning-oriented approach and a sole focus on the support of the individual through bespoke processes.
OUR AREA OF EXPERTISE:
As fiduciaries, we always put our client’s interest first and our fees are structured to reflect that. When you do better, we do better, which means you can trust us to help you find the best fit for your individual goals. Here’s where we excel:
Studies have shown that households working with an advisor for one to four years have almost twice the assets than those who don’t. Here is what you get with ClearPath Wealth Group, compared to other financial institutions:
We understand your struggles and pain as a business owner because we’ve been through those struggles ourselves. This makes us uniquely positioned to help you find the best solutions and avoid financial pitfalls. If you don’t feel as though your finances as an entrepreneur are on the right trajectory, we can get you to where you want to be.
We have plenty of resources to help create clarity and get to the root of your financial and investment goals. Check out our resources page to learn more!
It depends on the individual situation. We have cost-effective solutions for all income brackets. As fiduciaries, we’re obligated to put client’s interests first which means our fees are structured so that when clients do better, we do better.
No, but typically clients with $250k or more in assets will have full access to the most extensive range of products or services.
We offer both in-person and virtual consultations. It all starts with a phone call!
The most common feedback from existing clients is that they feel like family and that we care. We get to know you so we can understand your goals and build out a unique roadmap for you. Many advisors are able to help you accumulate wealth. The real work begins in planning for you to draw down on that wealth and we work 1:1 with you on a regular basis to ensure you are maximizing that potential. This is our speciality.
All of our endpoint computers are professionally encrypted, managed and monitored for malware attack, unauthorized use and intrusion, and professionally backed up in secure data centres by NPC - leaders in endpoint data security. Any of our computers that contain your personal information can also be remotely destroyed if lost or stolen.
Download our Resources Guide to get access to our list of trustworthy websites, insurance companies, and advisors.
Ron and David Rau are very friendly and are extremely knowledgeable. They are very helpful and explain things in detail. They always lookout for their clients best interests. They respond very quickly to any concerns or issues that you may encounter. I would recommend them anytime.
Ruth B Windsor, ON