Meet The Team
Associate Investment Advisor
Associate Investment Advisor
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 is also a Chartered Financial Analyst charterholder and holds the Financial Management Advisor designation. 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.
Investment Advisor
Investment Advisor
As an entrepreneur who has 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 strategy essentials 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.
Client Service Associate
Client Service Associate
A graduate of York University, Cindy has been in the investment business for more than 20 years, and brings vast client service experience to the Abbott Advisory Group. She has completed the 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 ongoing, day-to-day administrative functions that strive to support our exceptional 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.
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