Services
Six service areas.A clear way into each one.
Start with the area you already know, or begin with your situation if you don’t.
Service areas
-
Financial Advisory
Advice and coordination across financial decisions, priorities, and the services that may connect around them.
-
Mortgages
Mortgage guidance and brokerage support for purchase, renewal, and refinancing decisions.
-
Insurance
Insurance-based protection for personal and business needs within Clearstone’s approved insurance scope.
-
Investments
Segregated funds, IVICs, and other approved insurance-based investment solutions.
-
Group Benefits
Group benefit arrangements for employers and workplaces.
-
Smith Manoeuvre™
A suitability-dependent borrowing-to-invest strategy involving a readvanceable mortgage.
Connected decisions
Connected doesn’t mean combined.
A decision in one area can sometimes affect another. That doesn’t mean every situation needs every service.
The diagram beside this text shows the six service areas as six separate routes. Each route passes through one shared area in the middle, where some routes cross or run alongside each other, and each one continues out the far side at the height it came in. No route joins another.
Start with your situation
I’m not sure where to start.
You don’t need to choose a service first. Who We Help gives you another way into the site.
Explore Who We HelpReady to start a conversation?
Tell us what brings you here. You don’t need to have every detail figured out first.