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Claire Beaumont

Claire Beaumont

Personal Finance Writer & Self-Directed Investor

Toronto, Ontario · Investing since 2020

About Claire

Claire Beaumont is a personal finance writer and self-directed investor based in Toronto, Ontario. She began building her investment portfolio in 2020 after paying off student debt — starting with a modest TFSA and a single all-equity ETF — and has since maximized her TFSA, RRSP, and FHSA contribution room.

With a Bachelor of Commerce from the University of Ottawa, Claire brings both an analytical background and a practical investor's perspective to her writing. She focuses on the topics that matter most to everyday Canadian investors: registered account strategy, low-cost index funds, and navigating the CRA rules that determine how much of your money you actually get to keep.

Claire writes for InvestReferral.ca, where she covers account guides, brokerage comparisons, and tax-related tools for Canadians who want to invest confidently without paying a financial advisor. Her goal is to translate the fine print of the Income Tax Act and CRA guidance into language that a first-time investor can act on.

Her personal investing approach: low-cost, tax-sheltered, index-first. She holds XEQT inside her TFSA and RRSP, contributes to an FHSA, and has never paid a mutual fund MER above 0.25%.

Disclosure: Claire is not a licensed financial advisor, planner, or tax professional. Content on InvestReferral.ca is for educational purposes only and does not constitute personalized financial advice. Always consult a qualified advisor before making significant financial decisions.

Areas of Expertise

🏦TFSA & RRSP Strategy
🏠FHSA & First-Time Buyers
📊Index Investing & ETFs
🧾Canadian Tax Planning
💰Wealthsimple Platform
📚Registered Account Rules

Articles & Guides

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