Clayton has been handling my work RRSP for the past few years and unlike our previous financial agency, Clayton is present at our workplace and offers educational seminars about the benefits my company offers.
Last year, I moved my private assets over to Oculus as the service I was receiving from the bank was minimal. Clayton is always available to answer all of my questions and takes the time to explain everything in terms I understand.
Clayton works with me to ensure my financial goals are in line with my plan. I have learned more in the last few years with Oculus than I ever did at the Bank. Clayton has been a pleasure to deal with and I look forward to next year’s goals and education.
