Trevor Wells, CPA, CA, CFP is managing partner of ClearPath Wealth Management Inc. Since 1993 our mission has been to provide professional, ethical and comprehensive wealth management services with your best interest in mind. As an independent firm we maintain objectivity in recommending a wide range of investment and insurance solutions to families, businesses and professionals.
We have developed a process that will help answer common questions such as:
Will I outlive my retirement savings?
How can I pay less tax?
Should I pay down my mortgage or top up my RRSP?
Do I have the right amount of life or living benefits insurance?
Working together we will create a roadmap to develop a comprehensive financial plan to help you reach your financial goals which is tailored to cover each life stage through to retirement. We will evaluate your current financial situation, determine your future goals, identify financial barriers, formulate recommendations, implement and continue with ongoing review.
With our guidance we will assist you to accumulate the wealth required to achieve your retirement lifestyle. We will take into account your risk tolerance and over the long term through diversification will develop a strategy to achieve your financial goals while keeping in mind the minimization of fees by offering a range of low-fee investment options.
Will ensure you have adequate life, critical illness and disability insurance coverage to help protect your family, pay off mortgage and other debts, fund education and pay for final expenses. We will explain how to protect your finances if you become disabled or critically ill. As a business owner or professional we can provide you with solutions (Key Man Insurance, Buy/Sell) to ensure the long term viability and success of your business.
Will be used to proactively identify opportunities and keep you informed within the ever changing regulatory and market environments to help minimize the amount of tax you and or your business pays. We will provide information on specific areas such as your will, power of attorney and representation agreement (living will). We provide the opportunity to review tax strategies in our one-on-one meetings.
We will develop strategies to build, protect and share your wealth. Our approach provides Peace of Mind Through Financial Planning
Contact us now for a free consultation to start on your road to successful retirement!
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In the Spring 2021 edition:
Spring Renewal - Refreshing your mindset in unconventional times.