Clarke is our team’s financial planner and plays an integral role in delivering customized wealth planning options/solutions to help our relationship managers and clients, all with an aim of helping them make better decisions. On a daily basis he works with the team to provide financial planning support, from answering simple retirement questions and preparing financial/tax projections to our comprehensive 360° Wealth Strategy financial plans.
Clarke has recently relocated from Toronto and brings over five years of experience in the financial service industry. Clarke is a CFP® professional and obtained his Bachelor of Business Administration in 2015 from the Goodman School of Business, Brock University with a concentration in finance. In his spare time he enjoys leading an active lifestyle, cheering on his beloved sports teams and is looking forward to exploring the many outdoor activities British Columbia has to offer with his wife and their dog, Motley.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.