Welcome to Clarify Wealth, a Toronto based wealth management firm dedicated to providing exceptional financial planning and investment management services. At Clarify Wealth, we believe that honesty, transparency, and personalized service are the cornerstones of a successful relationship with our clients.
Our team of experienced professionals is committed to helping you achieve your financial goals. We take a values-based approach to financial planning, focusing on your unique needs and objectives. Our goal is to provide you with a clear understanding of your financial situation, so you can make informed decisions about your future.
We understand that every client is different, which is why we take the time to get to know you and your goals. Our personalized service is designed to ensure that you receive the attention you deserve. We pride ourselves on our attention to detail, and we strive to exceed your expectations in everything we do.
At Clarify Wealth, we believe in evidence-based investment implementation. Our disciplined long-term investing approach aims to deliver capital market rates of return while minimizing risk. We keep costs low, so you can keep more of your hard-earned money.
We are passionate about helping you achieve financial success, and we are committed to providing you with exceptional service every step of the way. Contact us today to learn more about how Clarify Wealth can help you achieve your financial goals.
Our process begins with deep discovery. We believe that to understand your financial situation and goals, we need to understand your values and aspirations. We are interested in who you be, what you value, and who you will be spending your time, money, and energy with. This way, we can align your wealth with your wealth’s purpose.
Next, we set priorities. We work with you to identify the milestones in your life that you are working towards and want to achieve. These milestones are critical to living the purpose of your wealth. While some of this may show up as a traditional financial plan, it is much more than that. It is about aligning your wealth with your life's goals and purpose.
Finally, we simplify decision-making. We believe that having clear values simplifies the process of making decisions. Financial decisions can be overwhelming at times. Therefore, we assist in ensuring that every decision you encounter remains consistent with the purpose of your wealth and the priorities that hold significance to you. As Roy E. Disney once stated, 'When your values are clear to you, making decisions becomes easier.' In our realm, this means ensuring that each wealth planning component - risk, investments, tax strategy, and estate planning decisions - are aligned with the broader vision you have for yourselves.
We are committed to providing you with a personalized approach that focuses on your values and priorities. Contact Clarify Wealth today to learn more about how our process can help you achieve your financial goals and live the purpose of your wealth.
At Clarify Wealth, we offer a complimentary wealth assessment that follows a three-step process, allowing you to enhance your financial plan and secure your future.
Step 1: Schedule a 20-Minute Phone Call To ensure a good match between your needs and our expertise, we start with a 20-minute phone call. This initial conversation gives us the opportunity to address any questions you may have and clarify if we are the right fit for your situation. We understand that we can't be everything to everyone, and finding the perfect fit is important to both of us.
Step 2: First Meeting Similar to visiting a doctor, we believe in diagnosing before prescribing. In this one-hour meeting, conducted either in person or virtually, we take the time to understand your values, needs, and goals. By gaining clarity on your unique circumstances, we can tailor our recommendations specifically to you.
Step 3: Review Assessment Once your Wealth Assessment is complete, we will provide you with a first draft review of our findings and recommendations. This initial draft, deliberately crafted in pencil rather than pen, presents you with various options to improve your retirement plan, lower taxes, and align your investments. The review meeting, which typically takes about an hour, allows us to dive deeper into the details and explore the complexities of your financial situation.
Sleep on it. At the end of the three-step process, we encourage you to take your time and reflect on the information we have shared. We value building long-term relationships with the right people, and we understand the significance of finding the perfect fit for your financial goals. We never employ a "hard-sell" approach, as it can undermine relationships and create issues for both you and our existing clients. We want you to sleep on it, discuss amongst yourselves, and ensure that we are indeed the right fit for your needs.
If, after careful consideration, you decide that we aren't the right fit for you, we are more than happy to assist you in finding another professional with the expertise that matches your requirements. Our priority is to establish a solid foundation for a successful and beneficial partnership. Take your time, speak amongst yourselves, and ensure that Clarify Wealth is the perfect fit for your financial aspirations.
Sleep on it, and when you're ready, reach out to us with confidence. We look forward to the opportunity to work with you and help you achieve your financial goals.