Find a CEA

My wife, Najia, and I reside in Milton with our two children, Aliza and Azhaan. I thrive on physical and mental fitness, which is why I am big on sports and anything fitness related, including hiking and swimming.

When I was working on my undergraduate and post-graduate degrees at Rhodes University in South Africa, I became interested in investing. That interest soon grew into a passion. Today, there are few things I enjoy more than helping my clients, friends and family broaden their investment knowledge and using my knowledge to positively impact their lives.

After joining the financial services industry, I served in various roles with global fund managers in South Africa, Kenya, and Canada. In 2016, I was voted amongst the "Top 40 Money Managers in Africa," which placed me in the top 1 percentile of the industry.

I decided to join Edward Jones for two primary reasons. First, Edward Jones places the interests of their clients first, just as I do. Second, I was attracted to the many tools they offer that enable me to help my clients to identify and work toward meeting their long-term goals. I appreciate that it provides my clients with an alternative to dealing with the multitude of banks that dominate the Canadian wealth management landscape.

I would like to put my investment knowledge to work for you. Please contact me, so I can introduce you to the many investments and services Edward Jones offers.

I am a CPA and providing the tax consulting services to my clients. My clients are getting aging and I believe it's very necessary to become a Certified Executor Advisor for my clients.

CPA Firm with focus on Canadian Taxation Compliance.

Seasoned financial professional working for a multinational
corporation. I have more than 30 years of experience in senior management
positions overseeing financial planning, budgeting, reporting, taxation, evaluating
capital investment proposals, managing financial systems integration and
project management.

I offer comprehensive planning, investment solutions and advice to high net-worth clients. I hold several designations like the CFP, CIM, and I am a Fellow of CSI. As an Associate Portfolio Manager, I also offer portfolio construction and discretionary investment management based on clients’ goals, risk tolerance, investment timeline and income needs. This approach helps my clientele find peace of mind so they can focus their energy on quality time with family, trips around the world or other lifestyle pursuits.

Clay is a financial adviser and portfolio manager and the Managing Director of RGF Integrated Wealth Management and has been with the firm since 1992. He specializes in retirement income planning (how to effectively generate income in retirement and the associated estate planning issues).

The difference between you and I is that you retire once but I help people retire every day. I’ve seen the good and the bad, both emotional and financial on how to retire.

CFP, CLU, CIM, TEP, FEA, RRC, FCSI