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 award-winning Senior Portfolio Manager Matthew Rodier and Senior Portfolio Manager Michael I. Levine.
Office Address: 1350 René-Lévesque Ouest 9ième étage
Montréal, QC H3G 1T4
Branch Office: (514) 289-8400
Branch Fax: (514) 289-0032
Building Net Worth
Tax Mitigation Strategies
Leaving a legacy