CLARK FINANCIAL GROUP
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    • INVESTMENT PLANNING >
      • Portfolio / Pension Analysis
      • Diversified Product Offerings
      • Retirement Savings
      • Education Savings
      • Repositioning | Rebalancing
      • Maximized Risk-Adjusted Returns
    • TAX PLANNING >
      • Tax Analysis
      • Tax Return Coordination
      • In-depth Personal Tax Planning
      • Business Tax Planning
      • Tax Minimization Strategies
    • RISK MANAGEMENT >
      • Life Insurance
      • Critical Illness & Disabilty Insurance
      • Long-Term Care Insurance
      • Asset Allocation to Reduce Risk
      • Review Money Managers
    • RETIREMENT PLANNING >
      • Retirement Income Analysis
      • Assessment of Objectives
      • Retirement Expense Analysis
      • Retirement Cash Flow Projection
      • Retirement Education Sessions
      • RRSP
      • TFSA
    • LEGACY PLANNING >
      • Estate Planning Analysis
      • Wills & POA
      • Charitable Giving
      • Business Succession Planning
      • Access to Legal Network
    • LIFE PLANNING >
      • Eldercare Issues
      • Workplace Transitions
      • Healthy Living
      • Referral to Other Professionals
      • Other Non-Financial Advice
    • CLIENT EXPERIENCE >
      • Deep Client Discovery
      • Client Actions Plans
      • Regular Status Reports
      • Consistent Communication
      • Proactive Problem Resolution
  • Contact Us
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​
​YOUR KEY TO FINANCIAL SECURITY

Our Vision
​______

To be a leading independent financial service company known for competency and the ability to simplify the financial planning process, while still offering a personal touch.


​Our Mission
​_____

“Help our valued clients build wealth and provide financial security for their families.” 


​Our Promise
​______

Our promise is to offer exceptional service and to make sure that every client is treated with dignity, respect, and fairness.
Our beliefs are at the very core of our company’s purpose.  It is ingrained in our company values and manifested in our staff's behaviors.  Our beliefs aren’t just about selling a product or a service; they are about standing for something bigger.

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Richard W. Clark, Consultant
E-mail: [email protected] 

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Christopher J. Clark, Hons. B Comm, CFP
Financial Advisor, Insurance Agent

​E-mail: [email protected]




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Gregory W. Clark
​Insurance Agent

E-mail: [email protected]

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Annette Pajot, Office Manager
E-mail: [email protected]



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2024 © Clark Financial Group is an insurance brokerage licensed to sell life insurance and investment products in Ontario, Canada.  Policy obligations are the sole responsibility of the issuing insurance company. Issuance of coverage is subject to underwriting by the respective insurance company. Please see policy documents for full terms, conditions, and exclusions. The logos and trademarks used here are owned by the respective entities. Refer to our Privacy Policy and Terms of Service sections for additional information.
  • HOME
  • The Team
    • Carriers
  • Our Services
    • FINANCIAL MANAGEMENT >
      • Mortgage & Debt Analysis
      • Cash Flow Analysis
      • Cash Flow Projection
      • RRSP Leverage/Loans
      • Financial Goals
    • INVESTMENT PLANNING >
      • Portfolio / Pension Analysis
      • Diversified Product Offerings
      • Retirement Savings
      • Education Savings
      • Repositioning | Rebalancing
      • Maximized Risk-Adjusted Returns
    • TAX PLANNING >
      • Tax Analysis
      • Tax Return Coordination
      • In-depth Personal Tax Planning
      • Business Tax Planning
      • Tax Minimization Strategies
    • RISK MANAGEMENT >
      • Life Insurance
      • Critical Illness & Disabilty Insurance
      • Long-Term Care Insurance
      • Asset Allocation to Reduce Risk
      • Review Money Managers
    • RETIREMENT PLANNING >
      • Retirement Income Analysis
      • Assessment of Objectives
      • Retirement Expense Analysis
      • Retirement Cash Flow Projection
      • Retirement Education Sessions
      • RRSP
      • TFSA
    • LEGACY PLANNING >
      • Estate Planning Analysis
      • Wills & POA
      • Charitable Giving
      • Business Succession Planning
      • Access to Legal Network
    • LIFE PLANNING >
      • Eldercare Issues
      • Workplace Transitions
      • Healthy Living
      • Referral to Other Professionals
      • Other Non-Financial Advice
    • CLIENT EXPERIENCE >
      • Deep Client Discovery
      • Client Actions Plans
      • Regular Status Reports
      • Consistent Communication
      • Proactive Problem Resolution
  • Contact Us
    • Mailing List