Clayton Lane, CFP, RRC, CLU
Senior Financial Consultant at Investors Group Securities Inc.- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Kevin Robinson
Clayton is very knowledgeable, thorough and professional in all aspects of being my financial consultant. He always provides several options for every scenerio that we discuss. I would not hesitate to recommend Clayton to anyone requiring advice in financial matters.
Scott Waters
I have had the pleasure of working with Clayton professionally for a number of years, on various projects. Clayton has always sought to ensure his clients estate planning needs were met, and has paid careful attention to assisting business owners structure their corporations effectively. I certainly recommend Clayton as a financial planner.
Kevin Robinson
Clayton is very knowledgeable, thorough and professional in all aspects of being my financial consultant. He always provides several options for every scenerio that we discuss. I would not hesitate to recommend Clayton to anyone requiring advice in financial matters.
Scott Waters
I have had the pleasure of working with Clayton professionally for a number of years, on various projects. Clayton has always sought to ensure his clients estate planning needs were met, and has paid careful attention to assisting business owners structure their corporations effectively. I certainly recommend Clayton as a financial planner.
Kevin Robinson
Clayton is very knowledgeable, thorough and professional in all aspects of being my financial consultant. He always provides several options for every scenerio that we discuss. I would not hesitate to recommend Clayton to anyone requiring advice in financial matters.
Scott Waters
I have had the pleasure of working with Clayton professionally for a number of years, on various projects. Clayton has always sought to ensure his clients estate planning needs were met, and has paid careful attention to assisting business owners structure their corporations effectively. I certainly recommend Clayton as a financial planner.
Kevin Robinson
Clayton is very knowledgeable, thorough and professional in all aspects of being my financial consultant. He always provides several options for every scenerio that we discuss. I would not hesitate to recommend Clayton to anyone requiring advice in financial matters.
Scott Waters
I have had the pleasure of working with Clayton professionally for a number of years, on various projects. Clayton has always sought to ensure his clients estate planning needs were met, and has paid careful attention to assisting business owners structure their corporations effectively. I certainly recommend Clayton as a financial planner.
Credentials
-
Chartered Life Underwriter (CLU
AdvocisJun, 2018- Oct, 2024 -
Registered Retirement Consultant
Canadian Institute of Financial Planning- Retirement InstituteFeb, 2015- Oct, 2024 -
CFP- Certified Financial Planner
Financial Planners Standards CouncilAug, 2009- Oct, 2024
Experience
-
Investors Group Securities Inc.
-
Canada
-
Investment Banking
-
1 - 100 Employee
-
Senior Financial Consultant
-
Jul 2002 - Present
Investors Group Securities Inc. (IGSI) Jan 2017- Investors Group Financial Services Inc. (IGFS) July 2002 - Jan 2017 Investors Group Securities Inc. (IGSI) Jan 2017- Investors Group Financial Services Inc. (IGFS) July 2002 - Jan 2017
-
-
Education
-
2017 - 2018
Advocis
Chartered Life Underwriter (CLU) -
2016 - 2016
Canadian Securities Institute
Canadian Securities Course -
2015 - 2015
Canadian Institute of Financial Planning
Registered Retirement Consultant -
2009 - 2009
Financial Planners Standards Council
CFP®, Financial Planning -
2006 - 2009
Canadian Institute of Financial Planning
Financial Planning -
1992 - 1997
University of Saskatchewan
-
1992 - 1997
Canadian Bible College
BRE -
1989 - 1992
Marion Graham
-
Canadian Professional Sales Course
Community
