supplied
Stan Clark, MBA, CFA, CFP, Portfolio Manager, Investment Advisor
CIBC Wood Gundy
400-1285 West Pender St, Vancouver, BC V6E 4B1
Team Assets (Custodied)
$705-million
Typical Size of Household Accounts
$500,000 -
$5-million
Minimum Account Size for New Business
$500,000
Typical Net-Worth of Relationships
$2-million -
$15-million
Stan Clark heads The Stan Clark Financial Team at CIBC Wood Gundy. The team specializes in preserving and growing wealth for professionals, business owners, retirees, and their families. Their goal is simple – to provide their clients with more time and wealth to fully enjoy life.
Stan has over 30 years of experience overseeing financial planning and investment management. He has developed a unique approach, where clients have direct access to all on-team specialized experts, plus a dedicated advisor who ensures financial plans and investments are coordinated and on track.
As an MBA graduate from Stanford University, Stan strongly believes that integrating knowledge, technology and a great team are essential for producing higher returns, greater consistency and exceptional service. His nine-member team bring the following professional designations to the table: Chartered Financial Analyst (CFA)®; Chartered Investment Manager (CIM)®; Certified Financial Planner (CFP)®; Personal Financial Planner (PFP)®; Portfolio Manager; Chartered Life Underwriter (CLU)®; and Trust and Estate Practitioner (TEP)®.
Stan’s clients want help to organize and simplify their financial affairs, while increasing their financial knowledge. His team brings expertise in all areas of financial and estate planning; retirement planning; income withdrawal strategies; life and disability insurance; reducing taxes; deciding an optimum asset allocation; charitable giving; business succession planning; and transitioning wealth to children.
Clients invest directly in individual securities, using disciplined strategies developed and managed by the team’s investment experts. Investments are rarely outsourced to mutual funds or outside managers. The team invests their own money using the same strategies they use for clients.
Stan’s team is proactive, open, and clear with their advice and communications. They have a well-defined philosophy, and are consistent and dependable in their actions. Stan looks forward to working in partnership with clients to help them navigate the complexities of wealth management. His team understands their needs and treats their money as they do their own.
Advertising feature produced by Globe Content Studio. The Globe’s editorial department was not involved.