National Bank Financial - Clear Lake Wealth

National Bank Financial - Clear Lake Wealth We serve families seeking clarity, comfort and confidence from their wealth management team.

Teamwork and good communication are at the heart of what we do.Whether we’re reviewing documents, talking through detail...
08/27/2026

Teamwork and good communication are at the heart of what we do.

Whether we’re reviewing documents, talking through details or checking in with one another, working together helps ensure our clients receive thoughtful, informed and seamless service.

Because a successful client experience is built by a team that stays connected.

Located in Thunder Bay and proudly serving Northwestern Ontario, National Bank -Clear Lake Wealth Management provides pe...
08/25/2026

Located in Thunder Bay and proudly serving Northwestern Ontario, National Bank -Clear Lake Wealth Management provides personalized guidance for every stage of your financial journey.

Our services include wealth management, investment advice, retirement planning, estate planning, tax-planning support and insurance solutions.

Let’s build a plan around your goals, your family and your future.
www.nbfwm.ca/advisor/clear-lake-wealth-management.html

Looking for ways to be more tax-efficient? From understanding your taxable income to making the most of registered accou...
08/23/2026

Looking for ways to be more tax-efficient? From understanding your taxable income to making the most of registered accounts, credits, refunds and planning strategies, small steps can make a meaningful difference over time.

This National Bank article shares helpful strategies to consider when looking for ways to pay less tax.

Read the full article to learn more: www.nbc.ca/personal/advice/taxes-and-income/strategies-pay-less-tax.html

This is not an unusual scene around here.Whether it’s a quick check-in, a shared note or making sure we’re all on the sa...
08/20/2026

This is not an unusual scene around here.

Whether it’s a quick check-in, a shared note or making sure we’re all on the same page—literally—communication is a big part of how we work together.

As a small team with years of combined experience, we’re able to collaborate closely, learn from one another and bring thoughtful, well-rounded advice and service to our clients.

That connection is part of what makes our team special.

Dreaming of your next getaway? ✈️A little planning can help make your trip feel more relaxing before you even leave. Fro...
08/19/2026

Dreaming of your next getaway? ✈️

A little planning can help make your trip feel more relaxing before you even leave. From transportation and accommodations to food, activities, insurance and unexpected expenses, a travel budget can help you understand the real cost of your adventure.

Read the full article from National Bank for helpful travel budget tips before you pack your bags: www.nbc.ca/personal/advice/budget/helpful-travel-budget-tips.html

08/16/2026

Transparency matters, especially when it comes to your investments.

In this video, Brenda and Trevor talk about fee-based accounts, regulatory changes and one common misconception: that working with a wealth advisor automatically means higher fees.

Clear communication helps you understand how fees work, what choices are available and how your advisor can help you make informed decisions with confidence.

Watch to learn more.

This recognition speaks to the people, culture and commitment behind the organization and the values that help support c...
08/15/2026

This recognition speaks to the people, culture and commitment behind the organization and the values that help support clients, teams and communities across the country.

We’re proud to be part of the National Bank Financial network and to bring that strength, service and support to clients here in Thunder Bay and across Northwestern Ontario.

👉 https://time.com/article/2026/07/09/canada-best-companies-2026/

The first friendly face you see when you walk through our door. 👋Jen helps keep things running smoothly at Clear Lake We...
08/14/2026

The first friendly face you see when you walk through our door. 👋

Jen helps keep things running smoothly at Clear Lake Wealth Management, supporting our team and making sure clients feel welcomed from the moment they arrive.

Our latest market update, The Illusion of Diversification, explores how concentrated markets can create hidden risks, wh...
08/12/2026

Our latest market update, The Illusion of Diversification, explores how concentrated markets can create hidden risks, why staying diversified still matters and how FOMO can impact long-term investment decisions.

Take a few minutes to read through the full update and connect with your Wealth Advisor if you have questions about your own portfolio.

08/10/2026

We take our work seriously, but we also believe there’s always room for a little fun along the way.

Our team took a break for a quick round of “This or That” and let’s just say, some choices were easier than others.

Because strong teams are built through trust, connection and a few good laughs in between.



Address

104-979 Alloy Drive
Thunder Bay, ON
P7B5Z8

Telephone

+18076831781

Website

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