Cash flow & Debt Planning
We can help you improve your cash flow and grow your wealth by analyzing your spending habits and creating a customized strategy.
Investment Design & analysis
Investing in a portfolio tailored to your needs can help you grow your assets faster, including real estate. Let us help you design a personalized portfolio.
tax & estate planning
Our team can help you reduce your tax bill and maximize your income by creating a yearly tax reduction strategy. This will benefit you and your beneficiaries.
RETIREMENT PLANNING
Let us help you secure your future retirement and achieve a work-optional lifestyle. Our expert team will make sure that CPP, OAS, Pensions, and Investments work together to fund your retirement goals seamlessly.
WHAT PEOPLE SAY
Clement is incredibly competent and professional, and beyond that, extraordinarily kind and compassionate. This meant the world to me as I had struggled a long time to find great support in the financial realm. Thank you Clement for taking such a professional, personalized approach to our work together.
Clement is a wealth of knowledge and has helped our family strategically improve our financial situation and prepare for the future.
Highly recommended!
Jen Dakowitz
Clement is a very rare find in the world of financial advisors! He is quick with numbers and analysis and really gets into the flow of the client needs and goals. If you need help with complex financial analysis and retirement planning and projection, he is simply excellent!
GET IN TOUCH
We would love to hear from you! Let us know what is not working with your existing financial advisor or if you just want to have a chat about your current financial circumstances. We're here for you.
If you have any immediate questions about my services, feel free to send me an email!