Clayton Financial is a financial consulting firm based in Edmonton, AB. Trusted by numerous residents in and around the area, we offer specialized money management services for a wide variety of situations and needs. Be it personal income consulting, financial portfolio management, investment planning, or insurance application, count on us to do it all for you.
Clayton Financial is to be the first choice for Canadians’ financial consulting needs. This can only be achieved by building on our reputation of always putting our clients’ interests first. We will work closely with our clients to help them achieve their financial goals.
Jarrod began his career in the Financial industry in 1994. After working with a large mutual fund company for 8 years, Jarrod founded Clayton Financial Services in 2002 in order to provide truly independent advice to his clients.
Very early on Jarrod recognized that the success of his clients is the only thing that mattered in his practice. Earning the trust and confidence of his clients is what has led to so many lasting client relationships. Trust and confidence have been earned through being a constant student of the investment process, the psychology of successful investors and by always putting client interests first.
In October 2017, Melanie Wade joined the team as an advisor. Melanie Moved to Edmonton 12 years ago from Montreal. She has worked in the investment industry for 20 years in various roles. She has one son, Keagan, and two cats, Taco and Quesadilla. Melanie has been mutual fund licensed since 2010. She has completed the Canadian Securities Course, Life insurance license as well as her Accident and Sickness license. Melanie is presently pursuing the Certified Financial Planner designation.
Penny has worked in the investment industry for 12 years. For the past 9 years she has been the backbone of Clayton Financial. Penny is a licensed assistant who, through her dedication to our clients, has helped our business grow into what it is today. Her sincere desire to get to know our clients and to ensure that everything is done properly for them is what drives her.
Stephanie has a Bachelor of Commerce Degree from the University of Alberta. She has been
working in the industry for two years and holds her Life, Accident & Sickness, and Mutual Funds licenses. Stephanie enjoys the client service aspect of financial planning and looks forward to gaining more knowledge and experience while using her skills and work ethic to support the team. Outside of work, Stephanie is most likely to be found with her puppy, Tucker.
When you want to handle your finances more efficiently, be sure to trust a financial consulting firm that can provide comprehensive, easy-to-understand, and individualized plans. Make Clayton Financial your partner in money management today. Employ our financial consulting services. Simply book a consultation with our financial advisers.