BA, CIM, FMA, CIWM
Clare is a veteran in the wealth management services industry, with over 25 years of experience. She holds a degree in Management Economics and is a Fellow of the Canadian Securities Institute (FCSI). She is also a charter member of one of the highest designations awarded in high-net-worth financial planning industry, the Certified International Wealth Manager (CIWM).
Clare is a member of the Association of International Wealth Managers (AIWM), a non-profit association established to encourage, promote and strengthen global education in the private banking industry and to set a globally recognized standard for the qualification of private banking professionals.
Clare is fascinated by behavioural finance, the study of how our psychology can thwart our attempts to make wise investment decisions. She holds seminars on the subject and has been featured as a guest lecturer at the University of Toronto. Clare lives with her family in the Beaches area of Toronto and actively participates in the lives of her busy children.