Clearwater Wealth Group at CI Assante Wealth Management

Clearwater Wealth Group at CI Assante Wealth Management We are a people-focused financial services group. Contact us to learn more!

This is the newest member of the Clearwater Group (and the creator of most of our social content)… might we say how hand...
08/25/2023

This is the newest member of the Clearwater Group (and the creator of most of our social content)… might we say how handsome he is?
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Matt has spent over decade in the Insurance and Financial Services Industry as an Advisor and has worked with some of the fastest growing firms in the country.
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When asked why he decided to join the team, Matt said “because it’s clear that everyone here cares deeply about the people who come through our offices. They truly put “people over profit” and have been a joy to partner with”. Thanks Matt – you’re making us blush!
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To read his full bio, please visit ClearwaterWealthGroup.com or check the link in our page bio here.

Inflation? Interest rates? Energy prices? Nope. It's you. ⠀⠀⠀⠀⠀⠀⠀⠀⠀It's all of us... and it's not that we're doing too l...
06/09/2023

Inflation? Interest rates? Energy prices? Nope. It's you.
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It's all of us... and it's not that we're doing too little, it's that you're probably doing too much! The average investor makes too many decisions and the result is lower returns.
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You've probably heard the expression "buy low, sell high" - the reality is that most investors do the opposite.
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Activity is linked to emotions like fear and greed which cause us to act at the wrong times. We get scared and sell low, then buy back at higher prices when we feel excited.
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The good news? Our team can help :)
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To learn more, visit our link in bio and read the full article published by our partners at EdgePoint; or contact us directly for help related to your unique financial situation.

Bearing a striking resemblance to the Oracle of Omaha, we've strategically featured Bob several posts later to not give ...
06/07/2023

Bearing a striking resemblance to the Oracle of Omaha, we've strategically featured Bob several posts later to not give anything away...
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They're not related... unfortunately for all of us. But Bob shares many characteristics with Warren Buffett, including 50+ years in the financial services industry.
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Bob got his start in Banking and transitioned to Wealth Management after many successful years with the Bank of Nova Scotia. His diverse background and experience is an enormous asset to his team and clients.
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To learn more about Bob, visit the About Us page at ClearwaterWealthGroup.com or the link in bio.

Jodi is the brains behind our operation. As a Certified Financial Planner, her skillset is instrumental to the holistic ...
04/06/2023

Jodi is the brains behind our operation. As a Certified Financial Planner, her skillset is instrumental to the holistic planning we offer to our clients.
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Questions about anything finance-related whatsoever? Ask Jodi... at least that's what we do..
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To learn more about her, click the link in bio or visit the About Us page on clearwaterwealthgroup.com.

We live in a society of instant gratification. Fast food, get rich quick schemes, buy-now-pay-later financing... it's ev...
03/30/2023

We live in a society of instant gratification. Fast food, get rich quick schemes, buy-now-pay-later financing... it's everywhere.
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Many people take the same approach to their finances, investing in high-risk, speculative assets expecting 10x returns in months - if not days - instead of letting time and the power of compounding work its magic.
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While there may be a place for these types of "bets", most people shouldn't be gambling with their financial future.
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Waiting for great results is hard. Sometimes, you even feel foolish short-term. That's why having a patient and skilled advisor you trust is a great resource. Someone to keep you focused on the long-term plan so that years down the road, you actually get to witness the incredibly rewarding (compounded) results of your hard work.

Chris' glasses and great style add enormous amounts of credibility to our team. He is officially the smartest-looking me...
03/21/2023

Chris' glasses and great style add enormous amounts of credibility to our team. He is officially the smartest-looking member of the team and since we've never tried to determine who is actually the smartest, it's safe to give him that award as well.
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Questions about alternative investment strategies through insurance policies? With a couple decades of experience, he's your go-to for all things related to personal insurance.
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To learn more about Chris, visit our link in bio and contact him directly.

We've all seen or heard this quote before, but it still Warren'ts sharing... see what we did there...⠀⠀⠀⠀⠀⠀⠀⠀⠀Our job as...
01/03/2023

We've all seen or heard this quote before, but it still Warren'ts sharing... see what we did there...
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Our job as financial advisors is rarely limited to technical knowledge consumed in a textbook - unless you include the behavioral psychology courses so many of us are forced to take before we really understand the value of them.
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Investing and growing your wealth is more emotional than it is intellectual or logical, and reminders of this are paramount. In an economic environment like we are in today, it's worth asking - are the investors around me greedy.. or fearful?

As our Managing Partner, Lonn's days are full but he always makes time to help. Almost 20 years in the business and his ...
12/28/2022

As our Managing Partner, Lonn's days are full but he always makes time to help. Almost 20 years in the business and his passion for learning and sharing that knowledge with others has never been stronger.
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Lonn's dedication to learning is not only visible at work, but can easily be recognized by the newest stunt he's learning on the water each summer.
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If you need your financial advisor to help you build balance between work and life, Lonn has you covered.
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For more info on Lonn, visit the About Us page on our site through the link in bio.

To our fellow Entrepreneur...⠀⠀⠀⠀⠀⠀⠀⠀⠀You are our clients, our friends, and our peers. We cherish each one of you and ce...
11/15/2022

To our fellow Entrepreneur...
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You are our clients, our friends, and our peers. We cherish each one of you and celebrate your courage to go out and share what you have spent blood, sweat, and tears (and cash) building.
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Your effort is noticed. Your work is important. Your clients - past, present, and future - need you.
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We raise a virtual toast to you today. You make this world a better place!
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Be well,
The Clearwater team.

Meet Norma! As our current longest-standing team member, Norma brings a wealth of experience and history to Clearwater. ...
11/14/2022

Meet Norma! As our current longest-standing team member, Norma brings a wealth of experience and history to Clearwater.
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She and Wayne worked together for over two decades. With that much time invested into clients, it's no wonder so many of them have become close friends of hers.
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Read more on Norma by visiting our About Us page through the link in bio, coming soon.

"Three men make a tiger" is an old Chinese proverb referring to Social Consensus Reality, a form of cognitive bias. The ...
11/14/2022

"Three men make a tiger" is an old Chinese proverb referring to Social Consensus Reality, a form of cognitive bias. The proverb is perhaps more relevant than ever in today's social media age.
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As we begin to share content here, we want to welcome your perspective. Just because we post something - or you see something posted by a larger collective group - doesn't mean it's 100% fact or the only way of thinking (although we do our best to give quality advice!).
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Rationally, we all know this. At Clearwater, we won't cancel you for disagreeing. We believe alternative views should be celebrated because we all, including our team, spend too much time in our own echo chambers.
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Our goal with social media is to simply share what we find interesting in hopes of broadening the opinions you may already hold.

Wayne would probably prefer he not be featured, but the Clearwater team owe a lot to the foundations he laid almost 40 y...
11/13/2022

Wayne would probably prefer he not be featured, but the Clearwater team owe a lot to the foundations he laid almost 40 years ago.
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His hard work and client-first focus paved the way for what has become the current Clearwater Wealth Group ethos.
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Wayne spends most of his time out-of-office these days but his influence here still runs deep.
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Read a bit more on Wayne by visiting our site. Link in bio coming soon.

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1536 Gamble Place
Winnipeg, MB
R3T1N6

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Friday 8:30am - 4:30pm
Saturday 8:30am - 4:30pm

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