Wealth

Quarterly Newsletter: The best time to invest is…

A key to achieving a financial goal In the past few months, stock markets in Canada, the U.S., Japan and Europe reached record highs. In market extremes, whether it’s an upswing or downswing, many people wonder if they should invest differently…

Celebrating Success!

ClearWater Private Wealth is thrilled to announce a remarkable achievement within our team!

Quarterly Newsletter: Why goals-based investing matters

A key to achieving a financial goal
We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from investing and wealth planning to personal finance and retirement planning.

Quarterly Newsletter: Investing during a market recovery

A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.

Quarterly Newsletter: How is your financial wellness?

A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.

ACPI Client Portal – Day 1 Client Instructions

Aligned Capital Partners Inc. (ACPI), our registered dealer, officially changed custodians on July 21st 2023, from National Bank Independent Network (NBIN) to CI Investment Services Inc. (CIIS). Although CI may not be a familiar name to most, they are an independent Canadian company offering global asset management and wealth management advisory services holding more than $330 billion in assets (as at June 30, 2022). Overall, this change will allow our team to more effectively and efficiently service our clientele, while maintaining our extensive and flexible product portfolio.

Quarterly Newsletter: Envision your retirement

A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.

Quarterly Newsletter: Quiet the noise

A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.

Quarterly Newsletter: A key to achieving a financial goal

A key to achieving a financial goal
It’s human nature to generalize our goals. “I’ve got to start exercising” is a common one. But a key to achieving a goal is to first identify one specific step. For example, starting to exercise becomes taking a brisk walk every day.

Quarterly Newsletter: Taking care of your financial peace of mind

Is there opportunity in market volatility? When markets are volatile, everyone’s pleased with the upswings, perhaps eagerly checking out their portfolio balance. But the downswings can be another story. Maybe those portfolio balances still get checked, but nervously.