Skip to content
Clearwater Wealth Management logo.Clearwater Wealth Management logo.
Make an appointment
  • Home
  • How We Help
    • How We Help
    • Our Process
    • Our Philosophy
    • Investment Strategies
    • Business Planning
    • Longevity Planning
    • Estate Planning & Strategic Charitable Giving
    • Financial Planning
    • Retirement Planning
    • Risk Management
  • Your Team
    • Your Team
    • Graham Burns
    • Andrew Gilchrist
    • Professional Recognition
    • About Raymond James
    • Community Involvement
  • Clearwater's Archived Newsletters
  • Contact Us
  • Client Access
  • Clearwater Wealth Management
    810 Clement Ave Unit 106 Kelowna, BC V1Y 7C9 T: 877.442.7767
    Map and Directions Map and Directions
Insights and Strategies
6/1/2023
It’s difficult to get through an hour of business (or political) news lately without hearing about the U.S. debt ceiling.
Markets & Investing
Insights and Strategies
5/1/2023
We rely daily on simple rules to navigate the world around us.
Markets & Investing
Read
Read
Asset Allocation Quarterly
4/20/2023
The waiting game accurately depicts the current investment backdrop, as many investors are choosing to defer their investment decisions and await additional information before diving in.
Markets & Investing
Navigating the Current Economic Landscape: Opportunities and Challenges for Investors
4/19/2023
Watch our latest Client Insights webinar.
Markets & Investing
Insights and Strategies
4/3/2023
The Fed has, historically, tightened until something breaks, so we suppose we can declare mission accomplished after the Silicon Valley Bank (SVB) and Signature Bank failures.
Markets & Investing
Read
Portfolio Strategy
3/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing
Listen
Whole loans, interest rates and the current market | John Toohig and Nadeem Kassam
3/20/2023
Listen to our podcast with John Toohig and Nadeem Kassam.
Markets & Investing
Listen
Canadian Diversified Financials | Stephen Boland, Equity Research Analyst
3/15/2023
Listen to our podcast with Stephen Boland.
Markets & Investing
Corporate sustainability/ESG | Eric Saarvala, Raymond James Canada Foundation
3/10/2023
Listen to our podcast with Eric Saarvala.
The Advantaged Investor
Listen
Insights and Strategies
3/1/2023
To investors’ surprise, the hawkish narrative has resumed, following stronger-than-expected economic releases on both sides of the border for employment, inflation, consumer spending, etc.
Markets & Investing
Head Fixed Income trader | A discussion about fixed income, interest rates and opportunities
2/23/2023
Listen to our podcast with Harvey Libby.
Markets & Investing
A discussion about opportunities in the Canadian energy sector
2/17/2023
Listen to our podcast with Jeremy McCrea.
Markets & Investing

what can we do for you?

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

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

IIROC Logo
Advisor Report

© 2023 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement