Biography
Clinton has over two decades of diverse financial experience, which have served through direct roles in portfolio construction, financial operations and leadership management. Focusing on education, he works directly with advisors and clients to make informed decisions surrounding their financial goals. Placing the lives of our clients at the forefront in all that we do, is demonstrated through the amount of time spent on relationships. This is accomplished through value-based planning, a direct role in managing wealth and key collaboration with a network of professional experts including tax, estate and insurance. Clinton has earned his FCSI designation, is a Chartered Investment Manager and holds a Master’s Degree in Business. Outside the office, Clinton lives life to the fullest with his wife Janine and their children London, Lilah & Lincoln.