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Investment Advisor
Working together to help you achieve what truly matters to you
66 Wellington Street West 36th Floor Toronto, ON M5K 1A2Map
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.
Toll Free: 1(800) 563-5095
Branch Office: (416) 307-6672
Branch Fax: (416) 307-6680
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
You have questions, I have answers. Let's have a quick chat.