Clearwater Wealth Group is a trade name for a team of financial advisors operating within CI Assante Wealth Management (a brand name of CI Private Counsel LP and Assante Capital Management Ltd.). The group focuses on providing a holistic and integrated approach to wealth management for individuals, families, and business owners. Their services encompass comprehensive financial planning, investment management, retirement planning, tax and estate planning, and insurance solutions, aiming to simplify their clients' financial lives through personalized strategies and professional guidance.

Founded in

Canada