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
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
Read
How to Manage Debt Efficiently
3/24/2023
Many people dream of being debt-free.
Life Events, Lifestyle & Technology
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
Portfolio Strategy
3/23/2023
Recent developments over the past couple of weeks have been surprising, but not entirely unexpected.
Markets & Investing
Read
Men, the Home and Gender Equity
3/22/2023
March is Women’s History Month.
Life Events, Lifestyle & Technology
Read
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
Read
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
Insights and Strategies
2/1/2023
And just like that, global equities are off to a strong start this year, rallying higher, similar to slingshot bands pulled to their max and then released.
Markets & Investing
Read
Quarterly Asset Allocation
1/12/2023
It’s usually during the seventh inning stretch when baseball fans rise and sing along to the unofficial anthem of North American baseball “Take Me Out to the Ball Game”.
Markets & Investing
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
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

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.

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