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.

09/02/2026

Using the Home Buyers’ Plan? Don’t assume CRA has your repayment schedule fully up to date. Check your minimum annual repayment and full timeline through My Account.

Check your repayment schedule and share this with someone who needs to see it.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

08/31/2026

Your insurance medical appointment can impact your underwriting - so preparation matters. Get a good night’s sleep, stay hydrated, limit caffeine, and choose a time that works for you.

Found this helpful? Like and subscribe for more insurance tips.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

08/28/2026

Can’t afford your financial goal right now? Don’t panic! Adjust the variables you can control: save more, spend less, improve your returns, or rethink the goal.

Want to stress-test your goals and build a realistic plan? Let’s connect.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

08/26/2026

Your RRSP contribution room may not be as up to date as you think. CRA records can lag until March or April, so always double-check your available room before contributing to avoid unnecessary tax issues.

Check your RRSP room first - and like and subscribe for more tax tips.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

08/24/2026

Saving $300 in taxes doesn’t make sense if it requires spending $1,000 you wouldn’t have spent otherwise.

Before making a decision for the tax benefit, ask whether it still makes sense on its own, then share this video with someone who needs the reminder.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

08/21/2026

RRSPs, TFSAs, and FHSAs are some of the biggest tax-saving opportunities Canadians have - but many aren’t using them to their full potential.

Make sure your money is working as efficiently as possible.

Click the link below to schedule a time to connect.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

08/19/2026

Your accountant looks at what happened. Your wealth advisor looks at what happens next - and the best results come when both are working together.

When tax and wealth planning are aligned, you can make smarter decisions for your finances today and your long-term future.

Click the link below to schedule a time to connect.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

08/17/2026

Nearly half of Canadian early retirees say they stopped working because of personal or family illness - not because they chose to retire early.

Financial planning isn’t just about preparing for the retirement you want; it’s about being ready when life changes the plan.

Click the link below to schedule a time to connect.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

08/14/2026

Think you know your TFSA contribution room? One outdated number could lead to costly over-contributions and unnecessary penalties.

Check your current room through CRA My Account, then click the link below to schedule a time to connect.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

08/12/2026

Not all debt is created equal - and paying it down in the wrong order could cost you more than you think. Learn how to prioritize your debt based on interest rates and tax deductibility, then build a strategy that supports your bigger financial goals.

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

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

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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