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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond managing money—we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Ron Rau, CIP
Wealth Planner
David Rau
Wealth Planner
Gina Cassidy
Office Manager
Jesselin Schlender
Administrative Assistant
Falk Hampel
Randy Chevalier
Nick Cup, MBA, CFP, CIM®
Supervising Portfolio Manager
Omar Nassar
Associate Portfolio Manager

Team values

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Client-Centered Approach

At ClearPath Wealth Group, the client’s needs and goals are at the centre of everything we do. We take the time to understand your unique financial situation, aspirations, and challenges before crafting tailored solutions. Your best interests drive every decision, ensuring you receive a personalised, client-focused experience. Our dedication to a client-first approach creates trust, fosters long-term relationships, and provides the guidance you need to confidently navigate your financial journey.

Empowering Confidence and Security

In a constantly changing financial world, ClearPath Wealth Group is committed to staying ahead of the curve. We actively seek out new strategies and opportunities to enhance your financial well-being, leveraging the latest tools and insights to deliver effective solutions. Our innovative approach ensures that your financial plan evolves with the times, empowering you to achieve your goals with strategies designed to adapt to market changes and new opportunities.

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Long-Term Relationships

Trust is built on honesty, and at ClearPath Wealth Group, transparency is at the core of our work. We prioritise clear communication, breaking down complex strategies into simple, understandable terms. By openly addressing every detail and providing straightforward advice, we empower you to make informed decisions with confidence. Our commitment to integrity and open dialogue ensures you always feel supported and fully engaged in your financial planning process.

August 1983 – January 1985

Ron Rau began his career as an Insurance Agent at Manulife Financial.

January 1985 – August 2006

Ron served as a Partner at Rau, Roe and Company, working as an Insurance Broker and Investment Advisor.

September 2006 – December 2014

Ron was the Owner of RJ Rau & Associates, specializing in Insurance Brokerage and Investment Advisory services.

January 2014 – Present

Ron became a Partner at ClearPath Wealth Group Inc., focusing on Insurance Brokerage and Wealth Planning.

September 2017

David Rau completed the Life License Qualification Program (LLQP) and began his career in the Life and Living Benefits sector.

2017 – 2019

David worked as an Insurance and Investment Advisor at ClearPath Wealth Group Inc., providing clients with tailored insurance and investment solutions.

2020 – Present

David serves as President and Senior Insurance & Investment Advisor at ClearPath Wealth Group Inc., leading the firm's wealth management initiatives.

February 2021

Ron purchased a second book of business in Sarnia and Tilbury, significantly increasing assets under management (AUM) and opening a third office in Tilbury.

May 2023

ClearPath Wealth Group joined Optimize Wealth, successfully transitioning our clients to an enhanced platform for better financial outcomes.

Supporting our community

sarnia

ClearPath Wealth Group is proud to sponsor the Sarnia Jr Sting Travel Hockey program, demonstrating their commitment to fostering youth development through sports. By supporting young athletes, the team helps provide opportunities for skill-building, teamwork, and personal growth, ensuring the next generation has the resources to succeed both on and off the ice.

lambton

Supporting elite youth hockey is a priority for ClearPath Wealth Group, as seen through their sponsorship of the Lambton Jr Sting AAA Hockey program. This partnership reflects their belief in the importance of high-level sports in building confidence, discipline, and a sense of achievement for young players striving to reach their full potential.

Pure Dance Academy

ClearPath Wealth Group proudly supports Pure Dance Academy, an organisation that nurtures artistic expression and personal growth through dance. By contributing to this academy, the team champions the arts and helps foster a vibrant cultural community where young dancers can thrive and excel in their craft.