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Clearview Family Wealth

Your pathway to a clear financial future

  • 1350 René-Lévesque Ouest 9ième étage Montréal, QC H3G 1T4Map

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

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.

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Your financial ecosystem

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.*

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* Please note, some of these services are provided by TD Specialists

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Your interests first

At Clearview Family Wealth, 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 award-winning* Senior Portfolio Manager Matthew Rodier and Senior Portfolio Manager Michael I. Levine.



Top Under 40 logo.png*Matthew Rodier named winner of the 2017 Investment Industry Association of Canada Top Under 40 Award (https://iiac.ca/iiac-top-under-40-award).
Clearview Family Wealth is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada  Inc., which is a subsidiary of The Toronto-Dominion Bank.

ADDITIONAL CONTACT

Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032

Meet The Team

REQUEST AN APPOINTMENT

You have questions, we have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

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