Clear Path Financial Solutions Inc.

Let's work together

For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.

 

We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:

 

  • developing an approach that include RRSPs, TFSAs, or RESPs,
  • growing your investments through GICs, mutual funds or segregated funds,
  • protecting your family when the unexpected happens with term life, permanent life or universal life insurance,
  • converting your lifetime savings into retirement income when you’re ready to kick up your feet through annuity products, RRIFs or LIFs and
  • providing you with options for personal health, disability insurance or critical illness insurance.

 

You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.

Products and services

Every financial and protection strategy is different. Browse through the product and services offerings below to learn more.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

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Tools and calculators

Make planning for your financial future and retirement easier with some of our tools and calculators.

Retirement savings calculator

Calculate how well your retirement savings align with what you can expect to spend.

What you get: An assessment of whether you’re saving enough to retire when and how you want.

Life insurance calculator

Calculate how much life insurance you’ll need to help your loved ones cover financial responsibilities after you're gone.



What you get: An estimate of the amount of coverage you need to protect those who depend on you

Budget calculator

Find out where your money is going with this easy-to-use household budget calculator.
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.
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