Ed Clayson

Wealth Advisor, Portfolio Manager @RBC Dominion Securities

Guelph, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2014 — Present

Wealth Advisor, Portfolio Manager @RBC Dominion Securities

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Guelph, ON, CA

Ed was granted this highest level of Discretionary Management title. The total wealth management approach continues to be fully integrated with every client.

EDUCATION

1979 — 1981

Ridgetown College of Agricultural Technology

Diploma, Agicultural Production Management

1987 — 1990

University of Guelph

Bachelor of Science (B.Sc.), Agricultural Business and Management

SKILLS

SecuritiesRetirementStrategic Financial PlanningAsset AllocationInsurance PlanningPortfoliosFinancial PlannersFinancial PlanningWealth ManagementInvestment StrategiesInvestment ManagementEtfsWealthCharitiesCharitable GivingWealth Management ServicesRetirement PlanningInvestmentsPortfolio ManagementInvestment AdvisoryHigh Net Worth Individuals

ABOUT ED CLAYSON

Our Wealth Management team provides peace of mind, the sleep at night factor, as we manage “real” wealth for successful families and business owners (whose primary objectives are to preserve their hard earned dollars and to earn tax efficient income and growth), and not only for them, but their successors also. Our team excels in partnering with our clients, providing complete wealth management solutions with a level of trust and integrity that truly sets us apart. Our team believes that “real” wealth involves far more than managing money. It is the confidence in knowing that your investment strategy is closely aligned to a fully functional financial plan, a relevant tax strategy, a meaningful estate plan, and appropriate insurance solutions that manage your financial risk and ensure you and your loved ones are properly looked after.

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Ed Clayson — Wealth Advisor, Portfolio Manager at RBC Dominion Securities in Guelph, ON, CA | Unifers