You just can’t deny how happy he is. How does a man who has been in the financial services industry for 30 years stay so positive? How does he remain well informed in a turbulent market and not be afraid? It’s because he has a secret – one that he shares with his clients.
Clayton started out in a small town on Canada’s east coast and when he moved to Timmins in 1995, he knew it was a good fit. The great quality of life, the even pace, and the way that people are realistic about life felt like home to him. What he didn’t expect however, was family turmoil, potentially terminal illness, and some of the most serious challenges a family can ever face. But Clayton’s secret came into play and he and his family have risen above the circumstances. He helps his clients do the same thing. There’s a lot of strength in acknowledging negative circumstances and then holding yourself to what’s positive. It’s true in creating a successful business, it’s true in creating a successful life, and it’s true in successful financial planning.
And when it comes to being successful, Clayton will tell you that he doesn’t do anything without a plan and without being well informed. His life proves it. He has a Bachelor of Commerce with a major in Business Administration from Saint Mary’s University in Halifax, has earned a Certified Financial Planner (CFP) designation and Life Insurance Level II accreditation. He’s been a member of the Fellow of the Institute of Canadian Bankers and is the president of the local chapter of Advocis - The Financial Advisors Association of Canada. He prepares. He plans.
But beyond all of this, Clayton brings experience and perspective to every client situation, and is one of the finest listeners you might ever meet. And because he listens so well, Clayton is able to craft tailored portfolios based on the objectives and goals of clients., designed to help meet their goals in a way that just makes sense.
His secret? Well, here’s part of it: Clayton is a very private man working on very private matters for clients. And when things get tough in any circumstance, we have a choice to make. The choice is a very important one and is a very personal one, and Clayton would be glad to meet with you to talk about what it is.