- Windsor Office (519) 254-7521
- Sarnia Office (519) 337-2001
- Tilbury Office (519) 607-0379
Our Personalized Solutions Are Tailored to Your Unique Financial Goals
Our Personalized Solutions Are Tailored To Your Unique Financial Goals
How it Works:
What We Offer
our services
Outcome-Based Retirement Planning
Outcome-Based Retirement Planning focuses on helping you meet your income goals, not about performing against a stock market.
- Driven by advanced analytics that illustrates what your retirement spending needs could look like in the future
- Designed to provide you with a higher degree of confidence in the projected income it pays out, and the potential to grow your future income stream
Investments
Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow.
- Registered retirement savings plan (RRSP)
- Registered retirement income fund (RRIF)
- Locked-in retirement account (LIRA)
- Registered education savings plan (RESP)
- Tax-free savings account (TFSA)
Insurance
It’s not what we have in life, but who we have that matters. Protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.
- Health Insurance
- Life Insurance
- Travel Insurance
- 3-in-1 life, disability and critical illness protection
- Estate Bonds
- Intergenerational wealth transfers
Estate Solutions
Estate planning prepares families for the financial circumstances when a loved one passes away. Generally, it is the Will that will direct what happens at that point; however, many estate plans also include a simple Power of Attorney to deal with property issues if an individual becomes disabled and can no longer handle his or her own finances.
If you have accumulated assets during your lifetime, you likely will want to ensure that wealth transitions cost-effectively. We can help you bypass the estate probate and legal fees.
Outcome-Based Retirement Planning
Outcome-Based Retirement Planning focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrates what your retirement spending needs could look like in the future. Also, designed to provide you with a higher degree of confidence in the projected income it pays out, and the potential to grow your future income stream.
Investments
Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Our approach as fiduciaries obligates us to put your best interests first. Fees are transparent and our structure puts us on the same page as you. In other words, when you do better, so do we. And best of all, our active management approach based on forward looking market strategies ensures you have the ability to earn great returns with a minimal amount of risk. This is called Positive Alpha.
Insurance
It’s not what we have in life, but who we have that matters. Protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.
Health Insurance
Life Insurance
Travel Insurance
3-in-1 life, disability and critical illness protection
Estate Bonds
Intergenerational wealth transfers
Estate Solutions
Modern Estate planning prepares families for the financial circumstances when a loved one passes away. Generally, it is the Will that will direct what happens at that point. Many estate plans also include a simple Power of Attorney (POA) to deal with property issues if an individual becomes disabled and can no longer handle his or her own finances. Did you know that a Will is a public document? If you have accumulated assets during your lifetime, you likely will want to ensure that your wealth transitions smoothly, discreetly, cost-effectively and tax-efficiently. We can help you actually bypass the Will with your investments thus bypassing estate probate and legal fees. Did you know that most estates are taxed at over 50%? An Estate Bond can offset 100% of these taxes.
business corner
Can Your Business Support Your Investment & Retirement Goals?
It’s time to stop worrying about your finances as a business owner. ClearPath Wealth Group has the right solution for small to midsize business structures. If you don’t feel your finances as an entrepreneur are on the right trajectory, let’s connect! We can help.
