STAN CLARK FINANCIAL TEAM - Key Persons
Job Titles:
- Portfolio Manager, Wealth Advisor
Elaine, along with Jocelyn and Heather, are responsible for your financial planning and for the day-to-day monitoring and maintenance of your investment portfolios. One of them is assigned to every family and is your first point of contact for most questions or requests. They work closely with each other, Stan, Michael, Tom and Sylvia to develop your overall financial plan and to ensure your portfolio has the best investments to meet your goals.
Heather, along with Jocelyn and Elaine, are responsible for your financial planning and for the day-to-day monitoring and maintenance of your investment portfolios. One of them is assigned to every family and is your first point of contact for most questions or requests. They work closely with each other, Stan, Michael, Tom and Sylvia to develop your overall financial plan and to ensure your portfolio has the best investments to meet your goals.
Jocelyn, along with Elaine and Heather, are responsible for your financial planning and for the day-to-day monitoring and maintenance of your investment portfolios. One of them is assigned to every family and is your first point of contact for most questions or requests. They work closely with each other, Stan, Michael, Tom and Sylvia to develop your overall financial plan and to ensure your portfolio has the best investments to meet your goals.
Meghan manages and oversees all the operational aspects of client portfolios. This includes opening of new accounts, maintaining documentation on existing accounts and also transfers of assets into and out of client accounts.
Meghan has a Bachelor of Arts: Economics and Environmental Studies degree from the University of Victoria. She started with CIBC Wood Gundy in March 2013.
Meghan was born and raised in Vancouver and now resides in New Westminster. She enjoys hiking and wake surfing in the summer and skiing in the winter. Meghan and her husband, Adam, enjoy cooking, traveling, and attending local music and art shows.
Job Titles:
- Portfolio Manager, Senior Wealth Advisor
Michael is our specialist in investment research and information technology. He works with Elaine, Heather, Jocelyn, Tom and Stan to verify strategy buys and sells. Michael is also available if you have in-depth questions about the specific investments selected for your accounts.
Experience and credentials
Job Titles:
- Portfolio Manager, Senior Wealth Advisor
Stan has direct responsibility for the team and oversees all areas of financial planning, investment selection and investment management. You will work directly with Stan in setting the overall strategy and direction of your investments and financial plans. Experience and credentials Stan's experience, education and training for more than 40 years has focused on investing, personal finances, economics and business. He has provided financial advice to affluent individuals since 1987. MBA, Stanford University CFA (Chartered Financial Analyst) CFP (Certified Financial Planner) PM (Portfolio Manager) BSA, Agricultural Economics & Business, University of Manitoba Outside of work, Stan tries to do something active every day. To keep up with this goal, he's played hockey regularly since he was a kid and enjoys snowboarding through trees and also down steep, powdered runs. Stan supplements his active lifestyle with golfing, biking and water-skiing. Stan is married to Joanne and they have two daughters, two sons-in-law and two grandchildren.
Job Titles:
- Senior Estate Planning Advisor
Sylvia is our specialist in financial planning, estate planning and insurance. She provides support to Elaine, Heather, Jocelyn, Tom and Stan in projecting and planning your overall financial affairs. Sylvia is also available to work directly with you on any unusual or complex financial planning or estate planning needs.
Experience and credentials
Job Titles:
- Portfolio Manager, Wealth Advisor
- Specialist
Tom is a specialist in investment research, portfolio management and financial planning. He works with Mike, Stan, Elaine, Heather, Jocelyn and Sylvia to help evaluate investments and in projecting and planning your overall financial affairs.
Experience and credentials