Joe Melson
Mutual fund representative 1
Insurance representative
Clarity Private Wealth Solutions
About me
My mission is to serve wherever needed – I always want to help people where they need help. In my professional world, this means assisting clients in understanding how everything in their financial life works together to serve them best! My philosophy is that if I always put my best foot forward at every opportunity I get to help others, only good things will happen! Our practice is designed around the client – a truly client-centric model that starts and ends with the client experience. Our mission is to “Surround the Client for Success” by marrying the best quantitative aspects of financial advice with an understanding of the qualitative aspects that are important to the client. I know how important my family is to me and that I would always want the best for them. I bring this approach to work with me every day to ensure our clients have the same peace of mind in knowing they are working towards their goals and taking care of their families.
Contact meAbout my team
Clarity Private Wealth Solutions is a client-focused financial services firm designed with client experience and client servicing in mind. To best serve our clients we have dedicated team members to help in all areas: Joe Melson is our Business Development Professional. Joe is looking to establish, then meet and exceed client expectations through clearly laid out planning, strategies, and servicing. Lindsay Smith is our Insurance Professional & and is looking to help you build out a well- rounded and efficient insurance portfolio. Dan Bazin is our Financial Planner (CFP) and is always looking to maximize efficiencies in client plans through small but meaningful adjustments that will allow for monitoring and measuring progress toward client success.! Kevin Bazin is our Administrative Executive and is dedicated to providing all the behind the scenes organization and prowess to provide a seamless client experience.
A complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn more
Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
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Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
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April 16, 2024 - Podcast
Responsible investment -
April 12, 2024
Fed: How many, if any, rate cuts in 2024? -
April 9, 2024 - Podcast
The brick and mortar of AI -
April 5, 2024
World: Economic reacceleration is gaining traction
