The Oculus Private Wealth team is a carefully selected group of professionals who are ready to assist in maximizing your wealth and achieving your goals. Each member has been carefully selected to offer a range of experience, education, and strategies in the areas of wealth management, tax law, estate planning and insurance.
Grant has more than 20 years of experience in wealth management. In order to be able to offer clients a broader range of expertise and financial strategies, Grant became a licensed Certified Financial Planner (CFP) in 2006.
Grant believes that it is education, not momentum that creates wealth. It's that 'out of the box' thinking that allows him to offer carefully considered strategies and exceptional service to his clients. Grant believes that creating a greater level of understanding and trust with his clients leads to sound decisions for financial growth and peace of mind.
Clayton has achieved his Chartered Investment Manager designation through the Canadian Securities Institute. This, along with multiple years in the investment industry gives him the knowledge to provide expert service and professional advice to his clients.
Clayton believes open communication and client education are the keys to building successful advisor and client relationships. Clayton subscribes to long-term thinking and grounded investment strategies to achieve consistent returns and provide his clients with peace-of-mind.
I provide administrative support to all of our clients. Whether you need help tracking down a tax form, completing an application form, or need an update on a pending transaction I can assist you.
I love my job because I am helping to make our clients' lives easier and I love seeing our clients succeed not just in their financial lives but also in their personal life goals too.
My primary role is to assist Grant to ensure that each of our clients' financial questions and needs are addressed in the most timely manner possible.
To book an appointment with Grant to discuss your financial strategy, please contact me at: (403) 283-8838.
