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Welcome to Clear Sky,
a clearer path to success and fulfillment.

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The many ways
we deliver more.

Explore our team's range of services.

Discretionary Portfolio Management

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We expertly manage your investments so you don’t have to.

Financial Planning

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Comprehensive roadmaps guiding your financial journey to success.

Insurance*

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Protect your family's future with strategic risk management.

Tax Planning

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Proactive strategies to maximize your wealth retention.

Estate Planning

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Seamless transitions, ensuring no surprises for beneficiaries.

Decumulation Planning

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Which accounts should you withdraw from first? We'll offer guidance.

A case study in personalized attention.

Follow Alice and Adam Smith's story of financial transformation and how they profited from Clear Sky insights, innovation and solutions.

Discretionary Portfolio Management

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The Smiths start by getting their investments on track.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Financial Planning

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The Smiths get a financial plan to ensure they can meet their retirement goals.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Insurance*

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With the plan in place, the Smiths look at ways to prevent financial tragedy.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Tax Planning

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With their retirement goals on track, the Smiths wonder where to put their current savings, to get the best tax bang for their buck.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Estate planning

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The Smiths work with Clear Sky to ensure that their assets are passed to the next generation efficiently.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

Decumulation Planning

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Nearing retirement, the Smiths wonder which accounts they should withdraw from first.

Financial Planning

Insurance

Decumulation Planning

Estate Planning

Tax Planning & Preparation

Portfolio Management

News and market updates — and more.

Year-round, we provide you with market overviews and insights into how your investments may be impacted.

Market Update - Q4 2023 in Review

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This quarter finally delivered the much-wanted relief of no rate hikes and, in the first weeks of the quarter, all of the talk surrounded “higher for longer”.

Published:

January 31, 2024

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Common TFSA Myths

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Click to view a short video about common TFSA myths.

Published:

November 2, 2023

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Know Your Advisor

Welcome to Clear Sky, a clearer path to success and fulfillment.

The many ways we deliver more.

Discretionary Portfolio Management

Financial Planning

Insurance*

Tax Planning

Estate Planning

Decumulation Planning

A case study in personalized attention.

Discretionary Portfolio Management

Financial Planning

Insurance*

Tax Planning

Estate planning

Decumulation Planning

News and market updates — and more.

Market Update - Q4 2023 in Review

Common TFSA Myths

Welcome to Clear Sky,
a clearer path to success and fulfillment.

The many ways
we deliver more.