Clear Path Financial Planners

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Clear Path Financial Planners An independent financial services firm helping business owners and incorporated professionals

Mutual funds, exempt market products and exchange traded funds are offered through Investia Financial Services Inc.

10/16/2026

A higher income doesn’t automatically create more wealth, especially if your spending rises with every raise, bonus, or business win. The goal isn’t just to earn more, but to keep, grow, and protect more over time.

Want to make your income work harder toward your long-term goals? Let’s connect.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

10/14/2026

What happens to your business if you’re suddenly not there to run it?

A shareholders’ agreement can establish who buys the shares, at what price, and help protect the value you’ve built for your family and business partners.

If you don’t have a plan in place, let’s sit down and talk about it.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

10/12/2026

What if you could lock in today’s business value while shifting future growth to the next generation? An estate freeze can help business owners plan ahead for wealth transfer, succession, and potential tax efficiency.

Own a growing business? It may be worth exploring whether an estate freeze fits into your plan.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

10/09/2026

Timing the market means getting two decisions exactly right: when to get out and when to get back in. Behavioural mistakes can cost investors more than they realize. Build a disciplined investment approach instead.

Want to better understand behavioural risk? Let’s connect.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

10/07/2026

Getting a big tax refund every year could mean you’re giving the government an interest-free loan with your own money. If you regularly claim deductions like RRSP contributions, childcare costs or employment expenses, ask whether a CRA T1213 could help you keep more of your money in each paycheque.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

10/05/2026

The tax strategies that save you the most can start with a simple question. Even one you think has an obvious “no” for an answer.

Ask the question, explore the possibilities, and share this with someone who could benefit from a closer look at their tax strategy.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

10/02/2026

You could be leaving thousands of dollars on the table by overlooking tax deductions and credits. Medical expenses, childcare costs, the Disability Tax Credit and Canada Workers Benefit are just a few areas that could put money back in your pocket.

Review your past tax returns. You may be entitled to a refund you never claimed.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

09/30/2026

Mixing personal and corporate expenses might seem harmless, but it can create unnecessary bookkeeping headaches and make tax time much harder. Separate your finances now and build cleaner systems for your business.

Let’s connect if you want help getting organized.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

09/28/2026

An insurance company may request a medical report when you disclose a prior condition, but that doesn’t mean your doctor’s office can disclose anything and everything. They’re only authorized to provide the information specifically requested by the insurer.

If an Attending Physician Statement (APS) is requested, follow up with your doctor’s office to confirm they’ve received it and get an estimated timeline.

Have an insurance application in progress? Make sure you understand what information you’re authorizing before moving forward.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

09/25/2026

Think you might have over contributed to your RRSP? Don’t panic, but don’t ignore it.

RRSP over contributions can often be corrected, but the key is knowing your contribution room and taking action quickly. Not sure where you stand? That’s exactly what your financial planner should be helping you track.

Book a meeting today to see your Clear Path to Financial Clarity:
https://calendly.com/cpfp-admin/introductory-meeting

Disclaimer:
The information provided is for general educational purposes only and does not constitute tax, legal, accounting, or financial advice. Individual circumstances vary, and readers should consult a qualified professional before implementing any strategy.

Address

1177 W Broadway Suite 103
Vancouver, BC
V6H1G3

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16044284114

Website

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