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