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  • Clearwater Wealth Management
    810 Clement Ave Unit 106 Kelowna, BC V1Y 7C9 T: 877.442.7767
    Map and Directions Map and Directions
Q3 equity and fixed income review and look ahead
10/28/2022
Listen to our podcast with Ellis Phifer and Nadeem Kassam .
Markets & Investing
Client Insights - The Role of the Mandatary
10/27/2022
Watch our latest Client Insights webinar (only available in French).
Retirement & Estate Planning
Watch Video
Watch Video
Client Insights - Quarterly Update and Market Outlook
10/26/2022
Watch our latest Client Insights webinar.
Markets & Investing
Cybersecurity | Phishing
10/20/2022
Listen to our podcast with Senior Manager, IT Security Dave Iverson.
Life Events, Lifestyle & Technology
The giving season
10/14/2022
Listen to our podcast with Senior Advisor Diana Mao.
Life Events, Lifestyle & Technology
Watch Video
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
Read
Portfolio Strategy
10/5/2022
Too Fast, Too Furious accurately depicts the current backdrop with soaring inflation, rapid increases in interest rates/yields, whip saw markets, and a material deceleration in the global economic growth outlook.
Markets & Investing
Read
Asset Allocation Quarterly
10/4/2022
Too Fast, Too Furious accurately depicts the current investment backdrop with soaring inflation (but moderating from the peak), rapid increases in interest rates/yields, whip-saw markets, and a material deceleration in the global economic growth outlook.
Markets & Investing
Insights and Strategies
10/3/2022
Fashion styles can often be described as an expression of one’s true personality and creativity.
Markets & Investing
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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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