Clayton Gall

Clayton Gall, CFA, CIM

Senior Investment Counsellor

250-317-7223

1-800-663-1622

Clayton brings over 30 of years of experience in the investment and financial services industry to his role with RBC PH&N Investment Counsel. As an Investment Counsellor, he provides discretionary investment management services for high-net-worth individuals, families, businesses, endowments and foundations and not-for-profit organizations.

Clayton employs an in-depth discovery process to gain a deep understanding of each client’s financial circumstances and investment objectives in order to provide wealth management strategies that are tailored to their personal needs. In addition, he also ensures clients receive a full suite of wealth management services including investment and risk management, tax and estate planning, philanthropic giving and succession planning by drawing upon the support and expertise of a team of in-house experts.

Prior to joining the firm and opening the new Kelowna office in December 2010, Clayton held numerous positions at Phillips, Hager & North which he joined in 1991 and progressed steadily throughout his tenure with the firm.

Clayton holds the Canadian Investment Manager (CIM) designation and is a Chartered Financial Analyst (CFA). He is also a member of the CFA Institute, the CFA Society Toronto and is a Past President and member of the CFA Society Okanagan. In 2016, Clayton was elected as Presidents Council Representative for Canada to the CFA Institute Board of Governors and held this position until 2018. He was also the inaugural Chair of CFA Societies Canada in 2017 and 2018.

Locally, Clayton is a Past Director and Past Chair of the Planned Giving Committee for the Kelowna General Hospital Foundation. He is also a Past Director and Past President of the Kelowna Art Gallery. Clayton was the PH&N United Way Campaign Chair from 1999 to 2010 and was recognized with the PH&N Chairman’s Award in 2006. In 2024, Clayton was awarded the RBC Global Citizen Award in recognition of his significant commitment to giving his time and expertise to his community by volunteering and leading charitable initiatives.

Currently, Clayton is the Chair of BC Cancer Foundation’s Interior Transformation Council and is a Community Member of the Foundation’s Investment Committee.

Clayton lives in Kelowna with his two children and in his spare time enjoys golf, skiing, basketball, and cars.

Your interests come first

Take comfort in knowing that we place your interests before our own. All investments are based on your best interests and we do not receive trailers or fees from third parties.

You know what you pay for

You pay a fee based on the value of your investments which is disclosed on your statement. This ensures our interests are aligned and you are kept informed of your investment performance over both the short and long term.

You have a blueprint for the future

You want to grow your wealth and we want to help you. Work towards your goals with a sophisticated roadmap that considers your personal investment, taxes, estate, legacy and insurance needs.

You’re in good hands

You entrust us with a tremendous responsibility – one we take very seriously. Our institutional approach to investing, robust portfolio management framework and formal oversight ensure that your portfolio is managed to high standards of ethics and professionalism.

We structure portfolios to maximize returns consistent with your personal risk tolerance and minimize risk through proper diversification, quality of investments and dividends.

You deserve 100% attention

You want freedom to focus on what’s really important to you and the confidence of knowing that your Investment Counsellor is always available to help and keep you informed.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.