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  • Clearwater Wealth Management
    810 Clement Ave Unit 106 Kelowna, BC V1Y 7C9 T: 877.442.7767
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Philanthropy, Raymond James Canada Foundation and RJ Cares
5/31/2023
Listen to our podcast with Eric Saarvala and Sarah Brillinger.
Life Events, Lifestyle & Technology
Pay Off Debt with a Plan in Mind
5/16/2023
Strategies for minimizing interest payments and eliminating debt.
Life Events, Lifestyle & Technology
Read
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Ten Common Scams and How to Avoid Them
5/16/2023
Familiarize yourself with these common swindles, which often target retirees.
Life Events, Lifestyle & Technology
Key Person Insurance: How to Recruit, Retain and Reward Great Talent
3/24/2023
How to Recruit, Retain and Reward Great Talent.
Life Events, Lifestyle & Technology
Charitable Donations Through Your Corporation
3/24/2023
You may be aware of the generous tax incentives offered by the Canadian government for personal donations made to a registered charity.
Life Events, Lifestyle & Technology
Read
How to Manage Debt Efficiently
3/24/2023
Many people dream of being debt-free.
Life Events, Lifestyle & Technology
Read
Business Succession Planning and Personal Estate Planning
3/24/2023
Running a business on your own can be difficult, let alone a family business. Like any business, running a family business has its rewards and challenges.
Life Events, Lifestyle & Technology
Read
Men, the Home and Gender Equity
3/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology
Your Pathway to Better Brain Health
2/23/2023
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Watch Video
Online security, protecting your online information
1/20/2023
Listen to our podcast with Dave Iverson.
Life Events, Lifestyle & Technology
Get an Insurance Checkup
You probably have your car tuned up regularly, and you see your doctor at least once a year for a routine checkup.
Life Events, Lifestyle & Technology
Gift Giving
The idea of giving something of value to people you care about during Christmas, birthdays, wedding anniversaries or any other special occasion is universal.
Life Events, Lifestyle & Technology

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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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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.
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