Clayton Lane CFP®, CLU, RRC, GBA
Clayton has almost 20+ years of financial planning experience, helping multi-generational families and business owners develop synchronized plans that best position them to achieving their long-term financial goals. Clayton grew up on a small farm in Alberta where he participated at a young age in the family business. This gave him insight into the unique ups and downs of entrepreneurship and the special needs business owners had. He is a strong believer in ongoing education and holds the CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter (CLU), and Registered Retirement Consultant (RRC) professional designations.
Clayton is married with two children. His interests include giving back to the community, church, gaming, martial arts, fitness, health and wellness, and entrepreneurship.