Clear Path Financial Planners

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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.

10/28/2026

Business owners: disconnected financial decisions could be costing you more than you think. From compensation and corporate investments to taxes, retirement, and succession planning, every decision should work toward your long-term personal and business goals.

Want to bring your corporate and personal financial strategies together? Click the link below and 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.

10/26/2026

A successful retirement isn't just about having enough money, it's about having a reason to get up every morning. Financial security matters, but so do purpose, routine, and staying mentally and physically engaged.

Want a retirement plan that supports both your finances and your lifestyle? 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.

10/23/2026

Business owners: don’t wait until tax season to start thinking about taxes. From income timing and corporate cash to retirement contributions, the decisions you make before year-end can create meaningful planning opportunities, and once the year is over, some of those opportunities are gone. Start your year-end tax planning early.

Want help building a proactive strategy? 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.

10/21/2026

Before making another TFSA contribution, check your available contribution room first. Going over your limit can trigger a 1% monthly tax on the excess amount, so a quick check with CRA can help you avoid an unnecessary bill.

Check your TFSA room before you contribute, and share your biggest takeaway in the comments.

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.

10/19/2026

Credit cards can offer rewards, purchase protection, and more flexibility with your cash flow, but only if you use them strategically. Paying your balance in full and on time is what keeps the benefits from being wiped out by interest.

Want to optimize your financial habits and cash flow? 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.

10/16/2026

A higher income doesn’t automatically create more wealth, especially if your spending rises with every raise, bonus, or business win. The goal isn’t just to earn more, but to keep, grow, and protect more over time.

Want to make your income work harder toward your long-term goals? 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.

10/14/2026

What happens to your business if you’re suddenly not there to run it?

A shareholders’ agreement can establish who buys the shares, at what price, and help protect the value you’ve built for your family and business partners.

If you don’t have a plan in place, let’s sit down and talk about 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.

10/12/2026

What if you could lock in today’s business value while shifting future growth to the next generation? An estate freeze can help business owners plan ahead for wealth transfer, succession, and potential tax efficiency.

Own a growing business? It may be worth exploring whether an estate freeze fits into your plan.

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.

10/09/2026

Timing the market means getting two decisions exactly right: when to get out and when to get back in. Behavioural mistakes can cost investors more than they realize. Build a disciplined investment approach instead.

Want to better understand behavioural risk? 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.

10/07/2026

Getting a big tax refund every year could mean you’re giving the government an interest-free loan with your own money. If you regularly claim deductions like RRSP contributions, childcare costs or employment expenses, ask whether a CRA T1213 could help you keep more of your money in each paycheque.

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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