Insights

Tailored Financial Services Clearplan specializes in comprehensive financial planning, investment management, and insurance consulting, indicating an opportunity to offer tailored solutions such as advanced financial software, CRM systems, or analytics tools to enhance client management and service efficiency.

Market Niche As a boutique firm with a small team, Clearplan may benefit from scalable SaaS platforms, cloud-based collaboration tools, or cybersecurity solutions to support remote operations and protect sensitive client data.

Tech Stack Insights Utilizing tools like WordPress, Microsoft 365, and Google Analytics suggests openness to digital marketing, website optimization, and data analytics services that could help expand their reach and improve client engagement.

Industry Positioning Being part of the HollisWealth network indicates potential integration opportunities with financial technology providers or compliance solutions that streamline operations within a regulated industry.

Growth Potential Although recent funding details are not specified, supporting the company's expansion efforts with scalable infrastructure, client acquisition tools, or financial analytics software could facilitate growth and market penetration.

Similar companies to Clearplan

Clearplan Tech Stack

Clearplan uses 8 technology products and services including WordPress Super Cache, Microsoft 365, Twemoji, and more. Explore Clearplan's tech stack below.

WordPress Super Cache
Caching
Microsoft 365
Email
Twemoji
Font Scripts
RequireJS
Javascript Frameworks
PHP
Programming Languages
HSTS
Security
Google Analytics
Web Analytics
AddToAny
Widgets

Media & News

Clearplan's Email Address Formats

Clearplan uses at least 2 format(s):

Clearplan Email Formats	Example	Percentage
FirstLast@clearplanconsulting.com	JohnDoe@clearplanconsulting.com	89%
FirLast@clearplanconsulting.com	JohDoe@clearplanconsulting.com	6%
Last@clearplanconsulting.com	Doe@clearplanconsulting.com	3%
FirstLas@clearplanconsulting.com	JohnDoe@clearplanconsulting.com	2%

Frequently Asked Questions

Where is Clearplan's headquarters located?

Clearplan's main headquarters is located at 609 Granville Street Richmond, British Columbia v6y 1g5 Canada. The company has employees across 1 continents, including North America.

What is Clearplan's official website and social media links?

Clearplan's official website is clear-plan.ca and has social profiles on LinkedIn.

What is Clearplan's NAICS code?

Clearplan's NAICS code is 52 - Finance and Insurance.

How many employees does Clearplan have currently?

As of February 2026, Clearplan has approximately 1 employees across 1 continents, including North America. Key team members include President: J. G.Founder: J. S.Program Management Consultant: C. H.. Explore Clearplan's employee directory with LeadIQ.

What industry does Clearplan belong to?

Clearplan operates in the Financial Services industry.

What technology does Clearplan use?

Clearplan's tech stack includes WordPress Super CacheMicrosoft 365TwemojiRequireJSPHPHSTSGoogle AnalyticsAddToAny.

What is Clearplan's email format?

Clearplan's email format typically follows the pattern of FirstLast@clearplanconsulting.com. Find more Clearplan email formats with LeadIQ.

Clearplan

Q: What is Clearplan's official website and social media links?

Clearplan's official website is clear-plan.ca. Clearplan has social profiles on LinkedIn.

Q: How many employees does Clearplan have currently?

Clearplan has approximately 1 employees.

Q: What technology does Clearplan use?

Clearplan's tech stack includes RequireJS, PHP, Amazon Web Services, WordPress Super Cache, jQuery.

Q: What is Clearplan's NAICS code?

Clearplan's NAICS code is 52 (Finance and Insurance).

Financial ServicesBritish Columbia, Canada0-1 Employees

Clearplan is a financial services firm based in Vancouver, British Columbia, offering a range of services that include financial planning, investment management, and insurance consulting, along with family enterprise management. The firm serves clients seeking guidance on financial strategy, risk management, and the stewardship of family enterprises, aiming to address planning gaps and align resources with long-term goals. Positioned within the financial services industry, Clearplan operates as part of the HollisWealth network, providing integrated advisory support in a local Canadian market. The company was founded by James Pelmore and Leanne Brothers and is located on Granville Street in the city of Vancouver.

Company Overview

Headquarters: 609 Granville Street Richmond, British Columbia v6y 1g5 Canada
Website: clear-plan.ca
NAICS Code: 52 - Finance and Insurance
Employees: 0-1