President
ClearWealth Advisors Inc.
With over 30 years of experience as a financial advisor, Glenn has earned the trust of thousands of Canadians, gaining insight into the private financial matters of both successful and struggling individuals. This extensive experience has given him a deep understanding of what strategies work for building and protecting wealth.
At ClearWealth, Glenn is committed to educating clients on the essential principles and philosophies needed to achieve optimal outcomes tailored to their unique situations. His approach helps ensure that clients stay focused on what matters most to them.
Glenn is honored to be recognized among the top 1% of financial advisors in Canada, a distinction he shares with the entire ClearWealth team.
Outside of work, Glenn enjoys traveling and is an enthusiastic Formula 1 follower. On weekends, he can often be found playing golf and exploring new restaurants around the city, all while cherishing quality time with his family.
Associate Advisor
ClearWealth Advisors Inc.
As a Certified Financial Planner, Manie recognizes that financial planning and money management are more complex than ever. She believes in the uniqueness of each client’s situation and financial goals, which is why she steers clear of a one-size-fits-all approach. Manie is dedicated to collaborating closely with her clients to develop personalized action plans tailored to their specific needs—an approach she applies with great care at ClearWealth.
When she’s not busy crunching numbers, you can find Manie out on an adventure, whether it’s hiking a scenic trail, hunting down the latest food spots, or savoring a delicious glass of wine. She loves sharing laughter and good times with her friends and family. But the highlight of her day? Spending quality time with her adorable daughter, Charlotte, who keeps life fun and full of surprises!
Advisory Services Manager
ClearWealth Advisors Inc.
Monica brings a strong foundation in financial services, specializing in customer relationship management and office administration. Her Associate Customer Service designation, Life and Accident & Sickness licence, and certification in the Canadian Securities Course enhance her expertise in the financial services field, enabling her to address the complex financial servicing needs of our clients effectively.
Dedicated to driving success, Monica aims to leverage her skills to cultivate lasting relationships with ClearWealth’s valued clients.
Outside of work, Monica is passionate about sports. She has coached her son’s soccer team, enjoyed playing tennis, and currently loves swimming during her free time. Additionally, she is an avid Formula 1 fan.
Operations Manager
ClearWealth Advisors Inc.
Suzi is a versatile professional with a strong background in HR, currently pursuing her Certified Professional in Human Resources (CPHR) designation. Holding a Master’s Degree in Marketing and an HR Management Certificate, she offers a holistic perspective on business operations.
Her career spans various sectors, including manufacturing, telecommunications, and insurance, where she has leveraged her skills in marketing, sales, administration, and customer service. This diverse experience has equipped Suzi with a profound understanding of organizational structures and a talent for developing effective processes to enhance business efficiency.
Suzi shares a love for travel with her husband. She enjoys watching movies and K-dramas, and in her free time, she delights in exploring the city's charming coffee shops.
Partnership with CI Financial, one of the largest financial services firms in Canada, bringing substantial resources
Client-centric approach focused on the unique financial and life circumstances
Let us guide you on that journey! Schedule a meeting with our expert advisors today and take the first step toward a vibrant and secure retirement.
