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  • Clearwater Wealth Management
    810 Clement Ave Unit 106 Kelowna, BC V1Y 7C9 T: 877.442.7767
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One Size May Not Fit All: Creating a Meaningful Legacy in Your Estate Plan
3/30/2023
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Which Pension Option is Best for Me?
Good news! As part of the many years devoted to your employer, you have accumulated a substantial defined benefit pension.
Retirement & Estate Planning
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I’m turning 71 and I have to what with my RRSP?
1/30/2023
Listen to our podcast with Ines Iraoui.
Retirement & Estate Planning
The Season of Giving: Why Having an Estate Plan is a Gift to Others
1/9/2023
The holiday season is a time when most of us enjoy time with our family.
Retirement & Estate Planning
Start the New Year right by reviewing and revamping your financial plan.
Instead of hauling out those familiar New Year’s resolutions...how about focusing on something that is also very good for you in the long run?
Retirement & Estate Planning
Watch Video
Administering an Estate: The Challenges and Pitfalls in the Digital Age
11/17/2022
Watch our latest Client Insights webinar.
Retirement & Estate Planning
Watch Video
Trusts: Navigating your Trustee Duties and Responsibilities
11/3/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Watch Video
Client Insights - The Role of the Mandatary
10/27/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Client Insights - Settling an Estate: The Role of the Liquidator
10/13/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Watch Video
Technology makes it easier (and safer) to age in place
Digital advances may help your loved ones remain in their home while retaining a higher level of independence.
Retirement & Estate Planning
An empty nest, what’s next?
8/8/2022
Listen to our podcast with Portfolio Manager, Neela White.
Retirement & Estate Planning
Social Security, CPP and OAS: What happens when you have worked on both sides of the border
Individuals who have worked and contributed into social security in both Canada and the U.S. can generally collect retirement benefits from both countries.
Retirement & Estate Planning

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Clearwater Wealth Management logo.Clearwater Wealth Management logo.
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  • Clearwater Wealth Management: 810 Clement Ave Unit 106 Kelowna, BC V1Y 7C9
  • T: 877.442.7767
  • Map & Directions
  • Map & Directions

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