I like that [your service] is all encompassing, it's investments, tax issues, wills, estate planning and wealth protection. So all of those components and I don't have to come up with something I don't know. It's all there for me.

I like the service you have because it’s very personalized. It’s custom. […] You guys seem to have a genuine interest in your clients [and] getting to know them – I feel like I’m chatting to a friend rather than going to a business meeting.

As a busy physician, I neglected to take good care of my personal finances, partly due to a lack of time. The team at ClearWealth has conveniently taken my finances into close consideration and formulated a financial plan that I believe will provide long-term security and most importantly peace of mind. My only regret is not having them on board much sooner.

lenn and his team made us feel at ease in an area where us doctors sometimes feel lost. We are very pleased with the professional and efficient way that they do business. They also really take the time to get to know us as individuals with our specific goals at heart. We would highly recommend their services.

Glenn made it really easy, that's the number one thing. Compared to when I speak to my colleagues about their financial plan, they don't really have one. Glenn's financial plan, estate planning and projections were extremely valuable.

Having Glenn and his team at ClearWealth there to advise us whenever we need it, give us peace of mind. It frees up our time. We now use this time to re-invest in what we treasure in life. Thanks for all you help us with!

I am impressed with the reception and service I continue to receive from ClearWealth. I think the service is a more personal and exclusive than MD management, yet with a wealth of knowledge of the medical fraternity.

I've been with Clearwealth for almost 2 years now and there have been no surprises. A personalized service and a financial education have been immensely appreciated throughout the process. Glenn's team is patient, educated, and proactive. I would recommend for any new physician interested in worry free investing.

“The team at Clearwealth has helped me tremendously in addressing my financial needs, in particular being new to Canada. Their insight and experience in physician-specific financial matters enabled me to focus on clinical work whilst they take care of my planning for the future.”