Welcome to Clear Sky
A More Successful
Financial Relationship
Clear Sky Private Wealth – A More Successful Financial Relationship
What does A More Successful Financial Relationship mean for your financial future? We believe success when working together isn’t measured only in numbers, but also by the strength of the relationship behind each decision. Our team of 15 experienced wealth management professionals coordinate retirement planning, investment management, tax-efficient strategies, and estate planning so that you always know where you stand, what to anticipate, and how to take decisive action – with advice delivered in a way that resonates with your goals.
Serving clients in Alberta, Saskatchewan, and throughout Canada, each of our partners bring in excess of 20 years of experience in wealth planning and portfolio management. You can be confident that with Clear Sky, your financial future is in trusted hands.
Together, let’s chart a clear path to your financial success and fulfillment.
Get in touch with us today.
The many ways we deliver more.
Explore our team’s range of services.
Discretionary Portfolio Management
We manage your investments so you don’t have to.
Financial Planning
Comprehensive roadmaps guiding your financial journey to success.
Insurance*
Protect your family’s future with strategic risk management.
Tax Planning
Proactive strategies to maximize your wealth retention.
Estate Planning
Seamless transitions, ensuring no surprises for beneficiaries.
Decumulation Planning
Which accounts should you withdraw from first? We’ll offer guidance.
A case study in personalized attention
Follow Alice and Adam Smith’s story of financial transformation and how they utilized our insights, innovation and solutions to achieve this.
Discretionary Portfolio Management
Financial Planning
The Smiths get a financial plan to ensure they can meet their retirement goals. Read more.
Insurance*
With the plan in place, the Smiths look at ways to prevent financial tragedy. Read more.
Tax Planning
With their retirement goals on track, the Smiths wonder where to put their current savings, to get the best tax bang for their buck. Read more.
Estate Planning
The Smiths work with Clear Sky to ensure that their assets are passed to the next generation efficiently. Read more.
Decumulation Planning
Nearing retirement, the Smiths wonder which accounts they should withdraw from first. Read more.
Get in touch
Let’s work together to create a clear path toward your financial success. Reach out to our team of professionals for personalized advice and tailored solutions. We're here to provide the insight and support you need to move forward with confidence.
Let's chat.
Toll Free: +1 (877) 877 9957