About Us
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.
Richard Clark, CFP
Rick Clark began working in the financial industry in 1974. He is a member in good standing of the Financial Advisors Association of Canada (Advocis), as well as in the Financial Planners Standards Council of Canada. He is qualified to use the Certified Financial Planning Designation (CFP).
E-mail: rick@clarkfinancialwindsor.com
Rick Clark began working in the financial industry in 1974. He is a member in good standing of the Financial Advisors Association of Canada (Advocis), as well as in the Financial Planners Standards Council of Canada. He is qualified to use the Certified Financial Planning Designation (CFP).
E-mail: rick@clarkfinancialwindsor.com
Christopher Clark, Hons. B Comm., CFP
Chris Clark offers a variety of investment options. He is a member in good standing and the former president of the Windsor Chapter of the Financial Advisors Association of Canada (Advocis). He is also a member in good standing of the Financial Planners Standards Council of Canada and qualified to use the Certified Financial Planning Designation (CFP).
E-mail: chris@clarkfinancialwindsor.com
Chris Clark offers a variety of investment options. He is a member in good standing and the former president of the Windsor Chapter of the Financial Advisors Association of Canada (Advocis). He is also a member in good standing of the Financial Planners Standards Council of Canada and qualified to use the Certified Financial Planning Designation (CFP).
E-mail: chris@clarkfinancialwindsor.com
Gregory Clark, Advisor
Greg Clark maintains professional liability insurance and is licenced through the Financial Services Commission of Ontario for the sale of life, disability, critical illness, and related insurance products including segregated funds and Group Insurance. He is also a member in good standing of the Financial Advisors Association of Canada (Advocis).
E-mail: greg@clarkfinancialwindsor.com
Greg Clark maintains professional liability insurance and is licenced through the Financial Services Commission of Ontario for the sale of life, disability, critical illness, and related insurance products including segregated funds and Group Insurance. He is also a member in good standing of the Financial Advisors Association of Canada (Advocis).
E-mail: greg@clarkfinancialwindsor.com
Sue Reaume, Office Manager
E-mail: sue@clarkfinancialwindsor.com
E-mail: sue@clarkfinancialwindsor.com