Clear Path Financial Planners Blog

Financial Advice for Business Owners

Financial Advice for Business Owners

We can help you determine where you are today financially and where you want to go. We can provide you guidance on how to reach your short, medium and long term financial goals.

Insurance Planning for Young Families

Insurance Planning for Young Families

For young families, making sure your family is financially protected can be overwhelming, especially since there’s so much information floating online. This infographic addresses the importance of insurance- personal insurance.

The 4 areas of personal insurance a young family should take care of are: Health, Disability, Critical Illness, Life

2020 BC Budget

2020 BC Budget

BC’s Finance Minister Carole James delivered the province’s 2020 budget on February 18, 2020

5 Reasons for an RRSP – 2020

5 Reasons for an RRSP – 2020

There are some great reasons to open a Registered Retirement Savings Plan (RRSP) to save for your retirement. Here are the top 5 reasons to open an RRSP:

RRSP or TFSA

RRSP or TFSA

What’s the difference between an RRSP and TFSA? We outline the key differences in the deposit and withdrawal stages of both in an article and infographic.

2020 RRSP Campaign

2020 RRSP Campaign

Many advisors head into RRSP season with little or no planning, usually in late January, when most clients and prospects start asking about RRSPs because it’s all over the media. Download your free RRSP Campaign kit.