Clearplan Employee Directory
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.