Clayton brings over 25 of years of experience in the investment and financial services industry to his role with RBC PH&N Investment CounselPrior to joining the firm and opening the new Kelowna office in December 2010, Clayton held numerous positions at Phillips, Hager & North which he joined in 1991.
Clayton holds the Canadian Investment Manager (CIM) designation and is a Chartered Financial Analyst (CFA). He is a member of the CFA Institute, CFA Society Toronto, and is also both the immediate Past President and member of the CFA Society Okanagan. In 2016, Clayton was elected as Presidents Council Representative for Canada to the CFA Institute Board of Governors and Leadership Team.
Locally, Clayton is a Director of the Kelowna General Hospital Foundation. He is also a Director and Co-President of the Kelowna Art Gallery. Clayton was the PH&N United Way Campaign Chair from 1999 to 2010 and was recognized with the PH&N Chairman’s Award in 2006.
Clayton lives in Kelowna with his wife and two children.