Clearview Family Wealth
Our pursuit of excellence is at the heart of everything we do

We are putting your interests first is more than just something we say, it is the guiding principle behind everything we do. We are never content with the status-quo. That's why we developed our process to ensure that we are constantly innovating to develop wealth solutions tailored to you and your unique needs. Clearview Family Wealth is led by Senior Portfolio Manager Matthew Rodier.
Office Address: 1350 René-Lévesque Ouest 9ième étage
Montréal, QC H3G 1T4
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
Your Pathway To A Clear Financial Future
At Clearview Family Wealth, we work with your best interests as our guide.
Building Net Worth
Tax Mitigation Strategies
Retirement Planning
Leaving a legacy

Stepping Into Retirement
For many, a happy retirement is the ultimate life goal—a time to do all the things you've always wanted. Yet, the excitement of this new chapter can bring a touch of anxiety and hesitation because, let's face it, retirement is a significant life change. I’m here to support you through every step of the way; big or small.

Retirement Myths
Retirement plans and income sources are more complex and diverse today. Here are five traditional retirement ideas that no longer make sense and some new ways to approach them.
Retirement Plan
Retirement Plan
Business Succession Advice
Business Succession Advice
Private Banking Solutions
Private Banking Solutions
Customized Credit
Customized Credit
Asset Protection Strategies
Asset Protection Strategies
Philanthropic Planning
Philanthropic Planning
Estate and trust services
Estate and trust services