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Choose what you need.

Choose where you want to start and Clearstone shows you what you can do next. You can change your choice at any point.

What you need

01 — What you need

Choose what you need

02 — Your next step

Choose a service to see what you can do next.

Each option opens the actions available for that part of Clearstone.

Or reach Clearstone directly — +1 (902) 892-8393 · clarity@clearstonefinancial.ca

Financial Advisory

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A conversation about the financial decisions that need to work together.

Book an Initial Consultation

A first conversation, booked directly.

Talk to Clearstone

Topic: Financial Advisory

Pick whichever is easiest.

Call Clearstone — +1 (902) 892-8393Email Clearstone

By appointment only. In-person appointments available across PEI.

Mortgages

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Purchase, renewal, refinance or a switch — choose the next step that fits where you are.

Talk to Clearstone

Topic: Mortgages

Pick whichever is easiest.

Book an Initial ConsultationCall Clearstone — +1 (902) 892-8393Email Clearstone

By appointment only. In-person appointments available across PEI.

Apply for a MortgageContinues on another site

Begin a mortgage application with Clearstone.

Run Your Numbers

Insurance

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Start with a quote request, or a conversation about what you want to protect.

Request an Insurance Quote
Book an Initial Consultation

Talk it through first if you would rather.

Talk to Clearstone

Topic: Insurance

Pick whichever is easiest.

Call Clearstone — +1 (902) 892-8393Email Clearstone

By appointment only. In-person appointments available across PEI.

Investments

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Start with a conversation about what you are working toward.

Book an Initial Consultation

A first conversation, booked directly.

Start an Investment Conversation

Topic: Investments

Pick whichever is easiest.

Call Clearstone — +1 (902) 892-8393Email Clearstone

By appointment only. In-person appointments available across PEI.

Group Benefits

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Start a conversation about your organization and what you are looking to provide.

Talk About Group Benefits

Topic: Group Benefits

Pick whichever is easiest.

Call Clearstone — +1 (902) 892-8393Email Clearstone

By appointment only. In-person appointments available across PEI.

Book an Initial Consultation

If a scheduled conversation suits you better.

Smith Manoeuvre™

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Start with a conversation about whether the strategy is relevant to your situation at all.

Complete the Smith Manoeuvre™ AssessmentContinues on another site

What to weigh before you start

  • Borrowing to invest magnifies both gains and losses.
  • Requires a readvanceable mortgage and a long-term commitment of 15+ years.
  • Not suitable for everyone; suitability is assessed individually.
  • Tax treatment depends on individual circumstances and is not guaranteed.

Smith Manoeuvre™ is a trademark used under licence through SMCG.

Book an Initial Consultation

If a scheduled conversation suits you better.

Start a Smith Manoeuvre™ Strategy Conversation

Topic: Smith Manoeuvre™

Pick whichever is easiest.

Call Clearstone — +1 (902) 892-8393Email Clearstone

By appointment only. In-person appointments available across PEI.

I’m not sure

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You do not need to know which service fits before contacting Clearstone.

Help Me Figure Out Where to Start

Topic: I’m not sure

Pick whichever is easiest.

Call Clearstone — +1 (902) 892-8393Email Clearstone

By appointment only. In-person appointments available across PEI.

Book an Initial Consultation

Or go straight to a first conversation.

Your choice only changes the next steps shown here. It does not qualify or score you.

What happens next

When you contact Clearstone, a person follows up to help determine the appropriate starting point. Nothing on this page qualifies or scores you.

Please leave out

Account numbers, balances, income or medical documents and government identification. Clearstone does not need any of it to start, and this page accepts no files.

Reach Clearstone directly

+1 (902) 892-8393 clarity@clearstonefinancial.ca

By appointment only. In-person appointments available across PEI.

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