Clayton brings over 25 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 expertize 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.
Clayton lives in Kelowna with his wife and two children.
