A clear path to strategic investing
Clarity
Performance
Clarity
At Clear Mountain Financial Solutions, we believe in clearly defining your investment objectives. This is why we focus on the consultation process. We don't simply sell products. We work to help pinpoint the tools required to accomplish your objectives.
Vision
Performance
Clarity
Once we understand our Client's objectives and investor personality, we provide access to leading financial strategies to help them retain, save and grow more financial assets over time. We focus on tax-advantaged and tax-sheltered investments. CMFS Clients have access to the top Wealth Managers worldwide.
Performance
Performance
Performance
With access to a broad spectrum of investment, insurance and lending companies, Clear Mountain selects only "best in class" providers with the long-term track records, credibility and expertise to garner your trust.
Clear expertise
Daniel J. Clermont, Registered Advisor
Daniel started in the Financial Services industry 20 years ago with a Fortune 500 listed Financial Group, where he worked his way from Junior Associate up to the Leadership level. He oversaw two branch locations in Alberta and Saskatchewan, winning awards as a leading Advisor. After discovering a new world of opportunities in the open Br
Daniel started in the Financial Services industry 20 years ago with a Fortune 500 listed Financial Group, where he worked his way from Junior Associate up to the Leadership level. He oversaw two branch locations in Alberta and Saskatchewan, winning awards as a leading Advisor. After discovering a new world of opportunities in the open Brokerage market, he founded his own enterprise with the support of the Guardian Capital Group of Companies. Daniel has a passion to educate others about the financial concepts that are normally only available to the wealthiest Clients.