A partnered approach in working with our clients
We consider our relationship as a partnership. We work with each client towards a common goal.
To reinforce a true sense of partnership:
- We integrate planning with investing to ensure the focus is on achieving your goals
- We create written financial and investment plans that help guide our work together
- We report to you regularly, so you always know how you are doing
- We are transparent and open in sharing what we do and why we do it
- Our compensation is structured so our interests are aligned with yours.
In addition to accountability and responsibility, our relationships are based on honesty, mutual respect and trust. Be assured: The Stan Clark Team determines every decision and action based on what is best for you and your family.
The clients we serve
Our clients include a wide range of individuals and families. These clients choose us because they seek to grow, not gamble with, their life savings. Our clients want direct access to educated advisors with solid, proven success in managing money.
In their own words, our clients’ goals include:
- Help me organize and simplify my financial affairs
- Treat my money as you would your own
- Understand my needs
- Help increase my financial understanding and knowledge
- Preserve and grow my wealth over time
- Provide me with peace of mind.
Our financial planning and investment strategies are designed for individuals with portfolios over $1 million – and, as your wealth increases, so do the benefits of our services. We also commit to serving all family members and close, personal friends of clients, regardless of their individual account sizes.
Case studies >
Testimonials: read what our clients say about us >
The problems we help solve
When will I be able to retire comfortably? What is my best asset allocation? Do I need insurance? Do I need to update my Will? When should I start withdrawing from my RRSPs? All good questions - just a few of the many we help our clients solve.
At the Stan Clark Financial Team, we help clients in all areas of:
- Retirement planning,
- Investment asset allocation,
- Personal security/insurance,
- Estate planning,
- Tax planning,
- Business planning, and
- Legacy planning.
As your needs change and evolve with time, we continually update your financial plan. Our ongoing financial and estate planning adjusts with these changes to keep you on track so you and your family can fully enjoy life.
Learn more about client problems we help solve >
The team that makes it happen
Stan and his team have developed a unique approach where clients have direct access to all our on-team specialized experts plus a dedicated advisor who ensures financial plans and investments are coordinated and on track. We believe a team approach to decision making produces higher returns, greater consistency, and exceptional service.
As a knowledgeable and experienced team, we are all working directly for you – to provide you and your family more time and wealth to fully enjoy life.
Meet Our Team >