A clear path to strategic investing
Investments
Investments
Investments
When families and businesses invest, they should retain more of their return. This is why we focus on tax-advantaged investments.
We believe that more of your investments should provide cash flow. Cash flowing investments allow you to receive passive income while still growing your original investment.
Ask us about investments that provide stable cash flow with upside potential.
Insurance
Investments
Investments
We deliver Cash Value Life Insurance products that will grow your available cash assets, build your financial base and enrich your retirement with the dollars you spend on Life Insurance.
Canadian families and companies both deserve to get useful value out of their Life Insurance - while they're alive.
Ask us about "Cash Back Life Insurance" and the IRP concept today.
Solutions
Investments
Solutions
Clear Mountain can assist you with:
Corporate Investments
RRSP / RRIF
LIRA / LIF
TFSA
Non-Registered Account
Pension take-out
Pension / LIRA Un-Locking
IRP / Infinite Banking Concept
We proudly offer RDSP accounts. The Registered Disability Savings Plan is the pathway to Financial Security for disabled persons. Ask us about it today!
Clear expertise
Daniel J. Clermont, Registered Advisor
Daniel brings years of experience helping families, high-income earners and business owners get maximum value from the hard-earned money they use to invest and purchase insurance products. He is particularly inspired to educate Clients about leading financial concepts that were historically made available only to the wealthiest of investors.