Financial health is an important part of your overall wellbeing, and also your family and business wellbeing. When was the last time you had your financial health check? DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEWellbeing #FinancialHealth #ClearWorthFinancial
Clear Worth Financial Group
Financial Services
Kelowna, British Columbia 589 followers
Financial Security Advisors helping you discover your financial worth with comprehensive clarity.
About us
We’re a partnership of Financial Security Advisors dedicated to helping you understand your finances with comprehensive clarity. Your long-term goals and retirement are important, however, you will have life moments that may cost money and time along the way. There needs to be real life in your financial plan not just numbers. We may not be the biggest fish in the lake, but as a small business we understand the importance of having quality client interactions over having a client portfolio that is so big we barely know who you are. Our mission is to empower you with the information and expertise you need to make the clear decisions that build the life you want to live.
- Website
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www.clearworthfinancial.ca
External link for Clear Worth Financial Group
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Kelowna, British Columbia
- Type
- Partnership
- Founded
- 2022
- Specialties
- financial planning, investments, life insurance, disability insurance, critical illness insurance, retirement planning, education planning, debt management, group benefits, estate planning, cash flow management, savings, business transition planning, and tax planning
Locations
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Primary
Get directions
1631 Dickson Ave
1610
Kelowna, British Columbia V1Y 0B5, CA
Updates
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Your TFSA is a powerful savings tool, are you taking advantage of it? Let's talk about how you can use your TFSA contribution room to improve your financial health. DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEducation #FinancialGoals #ClearWorthFinancial
Total TFSA contribution room to rise above $100K in 2025 | Advisor.ca
https://www.advisor.ca
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Lunch & Learn announcement! Brand Checkup with Cyan Bold Design: a branding awareness event for business owners! Guest speaker Chris Bingham of Cyan Bold Design will guide us through a brief session designed to dispel common misconceptions about branding, empowering you to communicate clearly and achieve more predictable outcomes. How is your brand helping your business? Are you looking for renewed focus and confidence in your branding? Join us for this informative and motivating session. Limited space is available, we hope to see you there! https://lnkd.in/g8aW-R6t #CyanBoldDesign #BrandMatters #KelownaNetworking
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Our November guest speaker Chris Bingham of Cyan Bold Design will guide us through a session designed to dispel common misconceptions about branding, empowering you to communicate clearly and achieve more predictable outcomes. How is your brand helping your business? Are you looking for renewed focus and confidence in your branding? Join us for this informative and motivating session. Limited space is available, we hope to see you there! https://lnkd.in/g8aW-R6t
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As we look towards the start of the last quarter of 2024 how are you feeling about your business vision? Have you reached your goals? Have you faced more obstacles than usual? In a time where there seems to be an ever changing new normal we are here to help with your personal and professional financial goals. DM or visit www.ClearWorthFinancial.ca to learn more about how we can help you grow🪴 #FinancialEducation #FinancialGoals #ClearWorthFinancial
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Have you started reading this yet? Highly recommended! So much respect for these authentic and raw stories. Looking forward to Let's not sugarcoat it Book and Speaker Series - The Power of Story Telling this Saturday, see you there! #RealAF #IncredibleStories #Inspiration
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Thank you to everyone that attended our lunch and learn session yesterday. And an extra huge thank you to Nadia Pillai our Bookkeeping expert! What other topics resonate with your business needs? DM or comment below ⬇️ #BusinessGrowth #Networking #ClearWorthFinancial
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If you're wondering if you're able to qualify for insurance after having cancer you may have more options than you thought. DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEducation #CancerSurvivors #ClearWorthFinancial
How insurers extended life insurance coverage to cancer survivors | Advisor.ca
https://www.advisor.ca
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The federal government’s hike to the capital gains inclusion rate has not passed into law yet. Here's some insight on what's happening with the process and the upcoming federal election. DM or visit www.ClearWorthFinancial.ca to learn more and schedule a time to chat with us. #FinancialEducation #CapitalGains #ClearWorthFinancial
What happens to the capital gains tax changes if the government falls? | Advisor.ca
https://www.advisor.ca