Explore our team's range of services.
We expertly manage your investments so you don’t have to.
Comprehensive roadmaps guiding your financial journey to success.
Protect your family's future with strategic risk management.
Proactive strategies to maximize your wealth retention.
Seamless transitions, ensuring no surprises for beneficiaries.
Which accounts should you withdraw from first? We'll offer guidance.
Follow Alice and Adam Smith's story of financial transformation and how they profited from Clear Sky insights, innovation and solutions.
The Smiths start by getting their investments on track.
Financial Planning
Insurance
Decumulation Planning
Estate Planning
Tax Planning & Preparation
Portfolio Management
The Smiths get a financial plan to ensure they can meet their retirement goals.
With the plan in place, the Smiths look at ways to prevent financial tragedy.
With their retirement goals on track, the Smiths wonder where to put their current savings, to get the best tax bang for their buck.
The Smiths work with Clear Sky to ensure that their assets are passed to the next generation efficiently.
Nearing retirement, the Smiths wonder which accounts they should withdraw from first.
Year-round, we provide you with market overviews and insights into how your investments may be impacted.
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
Click to view a short video about common TFSA myths.
November 2, 2023