Coming from a stock options trading background, Clare Baukham, our lead Investment Advisor, was en route to starting her own hedge fund. When she was mentored by a top advisor in Canada, she realized that the holistic financial plan was a way she could help all Canadians become wealthy and successful.
With a very carefully handpicked team, the Clear Wealth Group now carries on the strategies of Clare’s mentor and are pushing to become a top award-winning team with respect to the number of clients assisted. We proudly work with all Canadians on building their dream life.
Meet The Team
Helping people has always been top priority for Clare, even in the flower store days, she knew she wanted to help people in a more profound way than just putting a smile on their faces with flowers. Money seemed to be such a stress for everyone and it was the reason for going into business in the first place.
Carrying a CLU (Chartered Life Underwriter) designation has taught Clare things like advanced taxation, advanced family law and advanced estate planning.
Onto the next level, Clare now has the portfolio manager and CIM designation in her sights.
Jennifer has always been keen to watch things grow from gardening and wildlife habitat creation to wealth creation.
She has seen first hand how financial choices early on can have a huge impact on people’s future financial freedom from family and friends which drives her to help people to make the right choices for themselves.
Jennifer has over 10 years experience in financial planning and has incorporated so much into the practice from her ongoing continuing education journey while achieving the Certified Financial Planner (CFP) and (CLU) Chartered Life Underwriter designations.