CERTIFIED FINANCIAL PLANNER® – Wellington-Altus Advisory Services Inc.
Senior Investment Advisor and Partner – London Life, Wellington-Altus Insurance Agency Ltd.
“Every meeting is an opportunity to learn more ways to help my client achieve their financial goals.”
Clark is committed to providing excellent client service and putting their best interests first. He completed his diploma in Business Administration at SAIT Polytechnic in 2008, earning his Certified Financial Planner (CFP) designation in 2011 and his Canadian Securities Course (CSC) in 2017. He started his career in financial services at Freedom 55 Financial in 2008.
He joined Bergh Tatomir and Associates in April 2012. He enjoys the combination of building relationships with clients and problem solving, ensuring he’s always available with guidance and solutions to any challenge.
Clark thrives on helping clients make strong financial decisions, and supporting professionals and business owners with strong advice and strategic direction.
Outside of work, Clark dedicates his time to his family and friends. He also enjoys fishing and playing hockey.
Connect with Clark on LinkedIn
*Insurance products are offered through London Life with the exception of certain products which are offered through Wellington-Altus Insurance Agency Ltd.