Clearview Family Wealth

Our pursuit of excellence is at the heart of everything we do

At Clearview Family Wealth, we bring our deep industry knowledge, extensive expertise and creative solutions to the table, innovating better ways to serve you as your needs and priorities evolve.

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.

We are driven by a single goal: Provide you with the best wealth management experience possible. Together, we will develop a clear path to your financial future.

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

Our Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.