Investing in Your Future

First Consultation: Always Free

We believe in building trust from the start. Your initial consultation is complimentary - no strings attached.

Financial Plan & Strategy: $300 +HST

This includes a personalized financial plan tailored to your goals. If you choose to implement the strategies yourself, the fee applies. If you decide to become a client and have us implement and manage your plan, the $300 +HST fee is waived.

We’re here to support your financial journey - whether you prefer a hands-on approach or want expert guidance every step of the way. See how ClearView Financial Solutions can support your future - reach out today for your free consultation.