Clearview Family Wealth, Investment Advisor,Montréal, QC

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

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Your Pathway To A Clear Financial Future

At Clearview Family Wealth, we work with your best interests as our guide.

Our Digital Brochure

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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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.

Our Solutions

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

Building Net Worth

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

Leaving a legacy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

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

Your Pathway To A Clear Financial Future

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.