Eau Claire Partners logo

child throwing a paper airplane wearing adult size yellow suit, sitting on a desk Create Financial blueprints
for a better tomorrow
parent and son laying on the couch smiling Educate Insights designed to build
and protect your wealth
Businessman in a suit smiling and talking to a group of people Partner Experience the power of an
impactful and rewarding career
a businessman smiling while talking to his colleague, another businessman in the background using his tablet Build Develop the next generation of
empowered financial professionals
happy grandpa playing with his grandchild Dream Purpose-driven plans designed
with the end in mind

About

We promote financial concepts, strategies and solutions that stand the test of time.

We are committed to providing practical needs-based advice.

We attract and retain industry experts by providing a comprehensive platform powered by an industry-leading revenue sharing model.

We partner with entrepreneurs looking to build both impactful and profitable agencies across Canada.

Why

Our passion is to help people unleash the power of their finances by taking full advantage of the best financial products, concepts, and strategies available in the market.

Our quest to seek out and partner with entrepreneurs to build rewarding businesses is built on integrity, competence, and a deep desire to help people achieve their goals.

Our belief is that strong and vibrant communities are created when their members are financially stable, thriving, and confident about their future.

Values

People are not a means to an end.

It takes courage to embrace change.

Competence breeds confidence.

Excellence and elegance matter.

Grit is the fuel that powers dreams.

Mission

Our strategic imperative is to increase access to the financial services industry. We achieve this through a network of experts who provide needs-based, practical and data-driven solutions to the growing financial challenges facing Canadians every day.

Eau Claire Magazine

We are proud to introduce our Eau Claire Magazine! Our new digital magazine hosts a variety of entertaining and educational articles.  

Each article is written to inform, uplift and empower readers to better their financial knowledge and understand the rapid changes taking place in the world around us.

From business news, tech advancements and tools to better reach your potential, we showcases diverse perspectives and stories that can boost your mindset and morale.

We welcome you to visit our magazine and sign up for our newsletter to stay updated!

Personal Strategies

Our highly trained licensed professionals are committed to providing needs-based advice with well-researched solutions.

Parent holding and smiling with his child
Cashflow & Debt Management

Free consultation services.

Individual & Family plans with benefits such as early payout and premium cashback.

Research-based guaranteed retirement portfolios.

Guaranteed growth-oriented strategies and access to scholarship plans.

Health & Dental plans that reward you for healthy living.

Access to a secure digital platform allowing for unlimited revisions and updates.

Corporate Strategies

Protect and grow your bottom line with the support of our Business Owner Specialists who will uncover opportunities to unlock the value in your business.

Group & Employee Benefits

Invest in your employees by setting up a tax efficient health & retirement benefits program for your employees.

Take advantage of strategies that can significantly minimize your tax bill when drawing on corporate assets during retirement.

Transfer assets to your heirs and beneficiaries by leveraging tax-efficient strategies.

Protect yourself and your employees from income loss should an illness or injury prevent you from working.

Customized plans for startups.

Agency Partnerships

Join our growing network of financial services professionals across the nation building scalable businesses.

Smiling man holding his hands together
Full Service Brokerage

Access to all of Canada’s major insurance and investment firms.

Powerful exclusive back office designed for Eau Claire Partners.

A client-focused training model with minimal administrative hassles.

Low overhead frees you to expand nationwide.

Own your book of business. 100%. From Day 1.

A career exit program that rewards your efforts.

Risk Management

Industry Giants. Premiere Products. Exceptional Value.

Asset Management

Access to world-class asset management.

Professional Network

A broad shelf of core offerings and referral partnerships.

Health Insurance

  • Personal health insurance
  • Critical illness insurance
  • Long term care insurance
  • Disability insurance

Life Insurance

  • Term life insurance
  • Permanent life insurance
  • Participating life insurance
  • Universal life insurance

Savings Plans

  • RRSP
  • TFSA
  • RESP

Retirement Income Plans

  • Annuity products
  • RRIF
  • LIF

Investment Products

  • GIC’s and Insurance GIC’s
  • Segregated funds

Other Insurance

  • Mortgage protection insurance
  • Family insurance
  • Workplace benefits
  • Affinity markets
  • Business owner insurance

Other Investments

  • Workplace investments
  • Brokerage services

Referral Network

  • Personal & Commercial Home & Auto Insurance
  • Homeowner, Condo & Tenant Insurance
  • Watercraft, motorhomes, vacation trailers
  • Errors & Omissions, professional liability, directors & officers

What They Say About US!

Reach Out!

Let us know what you’ve got on your mind and we’ll be happy to start a conversation with you.

Your better tomorrow can start today!