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  • Clearwater Wealth Management
    810 Clement Ave Unit 106 Kelowna, BC V1Y 7C9 T: +1.877.442.7767
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Registered Education Savings Plan (RESP) at a Glance
11/6/2026
Planning for a child’s future education?
Tax Planning
RRSP, TFSA, or FHSA: Choosing the Right Savings Plan for Your Goals
11/6/2026
When you’re setting money aside for your future, Canada offers three powerful registered accounts.
Tax Planning
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Registered Retirement Savings Plan (RRSP) at a Glance
11/6/2026
Whether you are just starting to think about retirement or already planning for it, a Registered Retirement Savings Plan (RRSP) is a smart, tax-efficient way to grow your savings.
Tax Planning
Tax-Free Savings Account (TFSA) at a Glance
11/6/2026
Saving money can be simple—and the Tax-Free Savings Account (TFSA) helps you maximize your savings without worries and taxes.
Tax Planning
2026 Federal Budget Highlights
11/6/2026
Key tax measures for individuals, families and businesses.
Tax Planning
Watch Video
Your Estate, Your Legacy: The Role of a Professional Executor and Attorney
10/23/2026
Watch our latest Client Insights webinar.
Tax Planning
Watch Video
A presentation on Canada-U.S. cross-border tax planning considerations
9/29/2026
Watch our latest Client Insights webinar.
Tax Planning
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Passing Down the Family Cottage
9/21/2026
A tax & financial planning perspective.
Tax Planning
Tax Planning Considerations for American “Summerbirds” in Canada
8/5/2026
For many Americans, spending the summer in Canada has become more than a seasonal escape—it's a lifestyle.
Tax Planning
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Tax Loss Harvesting Canada: 2026 Guide
7/13/2026
Rules, deadlines, superficial loss tips and year-end checklist to reduce capital gains tax.
Tax Planning
Cross-Border Investing Canada US 2026 Guide
6/16/2026
Navigate cross-border investing Canada US 2026 with tips for taxes, accounts, residency rules, and smarter portfolio choices for Canadians and U.S. persons.
Tax Planning
2026 Federal Spring Economic Update
4/29/2026
On April 28, 2026, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal government’s 2026 Spring Economic Update.
Tax Planning

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  • Clearwater Wealth Management: 810 Clement Ave Unit 106 Kelowna, BC V1Y 7C9
  • T: +1.877.442.7767
  • Map & Directions
  • Map & Directions

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