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About Clearstone

An independent practice based in Charlottetown, bringing advisory, insurance, and mortgage brokering together under one roof.

WHO WE ARE

An Independent Practice

An independent practice based in Charlottetown, serving clients across Atlantic Canada — advisory, insurance, and mortgage brokering under one roof.

Nicholas Gaudet is President & CEO of Clearstone Financial, bringing financial advisory, insurance, and mortgage brokering together under one roof for clients across Prince Edward Island, Nova Scotia, and New Brunswick. Nick holds the SMCP™ designation and is licensed as a Financial Advisor and Life Insurance Agent across all three provinces, and as a Mortgage Broker in Nova Scotia.

THE TEAM

Who You'll Work With

Nicholas Gaudet, President and CEO of Clearstone Financial.

Nicholas Gaudet

President & CEO

Nick is a Financial Advisor, Life Insurance Agent, and Mortgage Broker, and a Smith Manoeuvre™ Certified Professional. He founded Clearstone to bring advisory, insurance, and mortgage decisions together under one roof for households across Atlantic Canada.

Anmol Multani, Director of Mortgage Operations at Clearstone Financial.

Anmol Multani

Director, Mortgage Operations

Anmol runs the operational side of Clearstone’s mortgage work — intake, file preparation, and lender follow-through — keeping every file moving and every client informed from application to close.

LICENSING

Licensed Across Three Provinces

Prince Edward Island

Financial Advisory & Life Insurance

Nova Scotia

Financial Advisory, Life Insurance & Mortgage Broker

New Brunswick

Financial Advisory & Life Insurance

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OUR APPROACH

A Holistic Approach

Rather than treating financial advisory, insurance, and mortgages as separate transactions, Clearstone Financial coordinates all three — so your decisions fit together into one coherent plan, not just each other's paperwork.

OUR NAME

Why 'Clearstone'?

Financial advice has a reputation problem: jargon where plain language should be, fine print where straight answers should be, products pushed where people should come first. Clearstone was named as a quiet promise to do the opposite. Clear is how working with us should feel — you understand every recommendation, every cost, and every 'why' before anything happens. Stone is how it should hold — advice steady enough to build on, through markets, milestones, and everything life changes. The mountain in our mark carries both: a clear line above solid ground. That's what the name promises you — and it's the standard we hold on every file.

Ready to Bring Clarity to Your Finances?

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