Clarke Wealth Management

Creating wealth through partnership

Whether you’re planning for retirement, saving for college for children or progressing toward any one of your life goals, the Clarke Wealth Management Group can assist. We provide personalized strategies to guide you through to achieving your goals.

By working closely with a team of highly skilled professionals we address the most important issues of retirement and estate planning, taxation planning, business succession, credit, lending, education savings, and charitable giving to provide the full wealth management experience.

Trust, confidentiality and integrity are cornerstones of our practice.

Recent Blog Posts

Don’t fight (or fear) the Fed

Don’t fight (or fear) the Fed

Apr 19, 2024 | Atul Bhatia, CFA

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

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Federal budget 2024: Key measures that may have a direct impact on you

Federal budget 2024: Key measures that may have a direct impact on you

Apr 17, 2024 | RBC Family Office Services

We analyze the proposed federal budget measures, and the effect they may have on Canadians and their families.

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Rally realities

Rally realities

Apr 15, 2024 | Kelly Bogdanova – San Francisco

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

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