Areas of Expertise

Wealth Solutions for Individuals, Corporations and Trusts 

RRSP | RRIF | TFSA | LIRA | LIF | PENSION ROLLOVER | CORPORATE | IRP | BENEFITS | INSURANCE

RDSP - Registered Disability Savings Plan 

Investments

We assist individuals, families and incorporated businesses with structuring investments to reach their financial goals. Having access to the top 20% of performing wealth managers that specialize in various sectors allows our Clients to invest they way they want and win. From ETF / Index funds all the way  to the upper echelon of Private Wealth Management, we can serve Clients with a variety of short and long-term solutions.  

Insurance

Life, Accident and Sickness Insurance to cover temporary or permanent needs, for individuals, groups and corporations. We offer individual and group benefits, corporate buy-sell / key-person arrangements, mortgage life insurance and estate asset protection. We are also a pioneering leader in the field of Insured Retirement Plans (IRPs) that can use personal or corporate earnings to develop a stream of tax-advantaged or even tax-free income. 

Your Financial Strategist 

Clear Mountain goes beyond just putting financial products in place. We want you to think of us as your expert financial strategy advisor, so that you can learn how to implement strategies typically only utilized by very wealthy people. Everyone deserves this information and we deliver it in a personalized way.