Abbott Advisory Group

Our commitment to you is to endeavor to create a stable, conservatively invested portfolio with reduced risk so that capital is preserved, while delivering both reasonable growth and income potential. To provide open, positive, ongoing communication designed to advise you of the steps being taken to help protect and increase your wealth. Our process is simple and straightforward. First, we help you define your objectives through a comprehensive life discovery discussion. Then we analyze your unique circumstances to provide you with a personalized strategy, executed using tailored solutions to help build and protect wealth, and leave a lasting legacy. As our value in your life grows, we will continue to work closely with you to help make your financial goals achievable.

Clay's Background:
As an entrepreneur who has successfully built, restructured and sold companies, Clay brings tremendous business acumen and experience building collaborative relationships to our group. Having owned an operating company and holding company, Clay believes that he is adept at practices central to investor’s success: deep discovery of a person’s needs, goals and parameters; consummate planning; tax minimization strategies; tax-conscious de-accumulation and transfer of wealth; estate strategies and business succession planning essential to help protect families and businesses. Clay holds a B.COMM. from Ryerson University. He is a master cyclist as well as an avid skier and a devoted dad.

Chad received an Honours degree with a focus on Finance at the University of Ottawa and is a Life Insurance Advisor through TD Wealth Insurance Services. Chad also holds the Chartered Financial Analyst and Financial Management Advisor designations. Research analysis, portfolio creation and comprehensive wealth planning are among Chad’s responsibilities on our team. He is committed to the highest standards of client service to ensure that our clients’ needs are being met. Chad enjoys golf and outdoor activities and lives in Etobicoke with his wife and two young sons.

A graduate of York University, Cindy has been in the investment business for more than 20 years, and brings proven client service experience to the Abbott Advisory Group. She has completed her Canadian Securities Course and is a Life Insurance Advisor through TD Wealth Insurance Service. She is actively involved in the preparation of client reviews, retirement plans, and all day-to-day administrative functions that support our client service program. Her understanding of the rules that govern TFSAs, RSPs, RIFs, RESPs, Informal & Legal Trusts, has made her an integral part of the team. Cindy takes pride in providing exemplary service, in a timely manner to our clients. Cindy currently holds her orange belt in martial arts and is currently working towards her black belt. She loves time with her family and long walks with her dog.

With an impeccable eye for detail, Susana helps to ensure client requests and needs are taken care of in a timely manner.