Helping Investors find their way


At Clearview Financial, our goal is to simplify the investment process and provide a clear picture of the best path to reach your financial goals. We welcome the opportunity to assist you and your family achieve your financial objectives.                                                                 

 What separates us from the large bank-owned financial institutions?


  • Consistent - at some institutions, you'll see a new advisor every time you walk through the door. We’ve each been servicing our clients for over 20 years.
  • Unbiased - we offer a diverse selection of mutual funds (through FundEX Investments Inc) and insurance options from providers across Canada. No imposed sales quotas or tied selling.
  • Independent - we each independently run our own book of business.
  • Personalized Service - We make house calls!

Our mission is to simplify the investment process. We do this by providing clients with clarity, professional guidance and personal service. We're proud of the muliti-generational client relationships we've established over the years. Each of us has built our business based on referrals, for which we are always very grateful. We look forward to servicing our client families for many more years to come.

FundEX Investments Inc.

FundEx InvestmentsFundEX was founded in 1995 as a privately owned mutual fund dealer. Since then, they have grown to become Canada’s largest flat-fee dealer with over 700 independent financial advisors nationwide and $14 billion in assets under administration.  

FundEX is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services Inc. Founded in 1892, Industrial Alliance Insurance and Financial Services Inc. is a life and health insurance company that offers a wide range of life and health insurance products, savings and retirement plans, RRSPs, mutual and segregated funds, securities, auto and home insurance, mortgage loans and other financial products and services.

The fourth largest life and health insurance company in Canada, Industrial Alliance is a fully integrated wealth management company serving more than 3 million Canadians and employing 4,400 people. With over $95 billion in assets, Industrial Alliance ranks among the 100 largest public companies in Canada.  Industrial Alliance stock is listed on the TSX under the ticker symbol IAG.


Investor's Quarterly AUTUMN EDITION 2016

IN THIS ISSUE: Clinton vs. Trump; The Quest for Investment Income; New FundEX Nominee Accounts; The 4 Pillars of Investing Read more...

Investor's Quarterly SUMMER EDITION 2016

IN THIS ISSUE: Canadians Retiring Earlier; Brexit Creates Uncertainty; Changes to Canada Pension Plan; Go Green Read more...


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