Jesse Clayton works directly with Paul helping develop customized financial plans and providing investment research. Jesse graduated top of his financial services class, has completed his Canadian Securities course, LLQP and is qualifying for his Certified Financial Planner certification. He is focused on understanding our client’s current financial situation and helping bring their unique goals to life. Jesse is thoughtful, knowledgeable, and keen to make a positive impact on the financial lives of our clients.
Jesse lives in Markham and spends his time outside the office coaching youth soccer, playing golf and being a home chef!
Phone 416-497-9577 x 221