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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.

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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.

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Reach Clearstone directly

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

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

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