Advisors

Investment Advisor Clarence began his financial planning career after graduating from McMaster University in 1983 with a Master of Business Administration (MBA). He also holds Certified Financial Planner (CFP®) designation. Clarence has written investment column articles for the Hamilton Spect...

Joining the team at the start of 2021, Davis has focused on expanding his knowledge by communicating with clients directly and serving them behind the scenes. Davis has completed the Canadian Securities Course, the Conduct And Practices Handbook course, and is pursuing continuing education courses...