Are you already a client of ClearPath Wealth Group?

Are you already a client of ClearPath Wealth Group?

Need Answers?

Can’t find what you are looking for? Do you have questions about the tools and resources below, or would like more details?

Don’t hesitate to reach out to us today, we’re happy to help!

Free Financial Resource Guide

When it comes to securing a healthy financial future, it’s hard to know where to start. If you are just getting started, looking for a new financial strategist or cost-effective insurance and benefits solutions. You’ve come to the right place!

Download our Resources Guide to get access to our list of trustworthy websites, insurance companies, and advisors.

Client Logins

For more information on Optimize Wealth Management, visit

All of the resources you need, at your fingertips.

Download our Resources Guide to access helpful links, tax tools and tips and estate planning resources in one, easy-to-read document.

Government of Canada

For more information on the Government of Canada, visit - The official website of the Government of Canada

My Service Canada Account

Apply, view and update your Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS) .

CRA My Account

My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.

CRA My Business Account

My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts.