Clinton Black, CIM, FMA, FCSI, RIS
Investment Advisor, Credential Securities
I became an Investment Advisor in 2013, and it’s been highly rewarding because I enjoy working with my team and love that I can offer everything the larger firms have, but at a fraction of the cost to our members. The more money that members keep in their pocket, the more they can save, invest and grow wealth over the long term.
I was a Wealth Advisor at a major financial institution for 13 years, helping affluent Canadians with their investment and financial planning. Prior to that, I was an Associate Advisor for two years at another financial institution, supporting the efforts of a Senior Wealth Advisor.
Helping people meet all of their financial goals is what motivates me to work in my current role, and I rely on my deep knowledge and experience in the industry to create investment and financial plans that my members need to achieve their short-term and long-term objectives. I devote considerable time to understanding the financial needs of my members, in order to recommend the appropriate tailored solutions and strategies.
In addition to more than two decades of industry experience, I have earned the Chartered Investment Manager, Financial Management Advisor, and Fellow of the Canadian Securities Institute designations.
Mutual funds and other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc.
IIROC Advisor Report
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