Clear Path Financial Planners

Clear Path Financial Planners An independent financial services firm helping business owners and incorporated professionals

Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.

07/20/2026

Your retirement isn't defined by one magic number.

The real goal isn't accumulating the biggest portfolio - it's creating a reliable income that supports the lifestyle you want throughout retirement. A comprehensive income plan helps answer that question with far more confidence than a single savings target.

Want to know if you're on track for retirement income, not just a retirement number? Let's build a plan together.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

07/17/2026

Your corporation can be more than a business - it can be a powerful retirement and legacy planning tool.

Corporate-owned permanent insurance can provide tax-sheltered growth inside your corporation while creating a tax-efficient way to transfer wealth through the Capital Dividend Account. When used strategically, it can strengthen both your retirement plan and your legacy.

Wondering if corporate-owned permanent insurance fits your financial strategy? Let's sit down and explore your options.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

07/15/2026

Why wait for a tax refund that's already yours?

The CRA's T1213 form can reduce tax withheld from your pay, letting you benefit from your RRSP tax savings throughout the year instead of waiting until tax season.

Want to know if a T1213 could improve your cash flow? Reach out and let's walk through it together.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

07/13/2026

Great businesses invest in their people, not just their bottom line.

A well-designed group benefits plan helps attract and retain top talent while supporting your team's financial and health security. It's an investment that benefits both your employees and your business.

Looking for the right group benefits plan for your team? Let's explore the options that fit your goals and budget.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

07/10/2026

Your corporate investments could be creating an unnecessary tax bill.

The way your corporation invests matters. A more tax-efficient investment structure can reduce annual taxes, leaving more capital inside your company to grow and support your long-term goals.

Want to know how tax-efficient your corporate portfolio is? Let's review your current investment strategy together.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

07/08/2026

Trying to time the market is a losing game for most investors.

Dollar-cost averaging helps you invest consistently over time, reducing emotional decision-making and removing the guesswork of when to invest. Sometimes, consistency is the most powerful investment strategy.

Wondering if dollar-cost averaging is right for you? Let's talk about your investment strategy.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

07/06/2026

Not all investment income is taxed the same - and that can have a big impact on your returns.

Interest, dividends, and capital gains each receive different tax treatment, making tax efficiency an important part of any investment strategy. Understanding these differences can help you keep more of what you earn.

Want to build a more tax-efficient investment strategy? Reach out and let's have a conversation.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

07/03/2026

It's not just what you earn - it's what you keep.

Tax-sheltered accounts like RRSPs and RESPs can help your investments grow without the ongoing tax drag that comes from interest, dividends, and capital gains. The result? More of your money stays invested and working toward your goals.

Want to find out which tax-sheltered strategies are right for you? Reach out and let's explore your options together.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

07/01/2026

The biggest risk to your portfolio might not be the market - it might be your emotions.

Fear and greed have a way of showing up at exactly the wrong time. A clear financial plan helps you stay focused on your long-term goals and avoid costly decisions during periods of uncertainty.

Want a strategy that keeps you grounded when markets get volatile? Let's have a conversation.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

06/29/2026

Your retirement income strategy could be costing you more tax than necessary.

A Tax-Efficient Systematic Withdrawal Plan (T-SWP) can help structure withdrawals from non-registered investments so that much of the cash flow comes from return of capital and, later, capital gains—two of the most tax-efficient ways to access your money.

Want to see if a T-SWP could improve your retirement income plan? Schedule a time to connect and explore your options.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Address

1177 W Broadway Suite 103
Vancouver, BC
V6H1G3

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16044284114

Website

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