Your Goals. Our Expertise. A Plan That Brings It Together


Every client's financial life is different. That's why we don't start with products.

We start with you.

At Ely Clark & Associates Wealth Management of Raymond James, your portfolios, financial plans, and estate strategies are built around your goals, your risk tolerance, and your values. As an independent team within Raymond James Ltd., we have no obligation to push specific investment products. Our advice is driven by your needs and our own research.

We offer a clear, step-by-step planning process designed to give you confidence in your financial future, and ongoing support to keep your plan on track as life evolves.

Cross Border Wealth Solutions wheel

Delivering Total Wealth Solutions

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Who We Work With

Get to know Our Team

Mark Ely
Mark Ely, BA
Senior Wealth Advisor
Brad Clark
Brad Clark, BA, CFP®, CIM®
Wealth Advisor Cross-Border Specialist
Matthew Powell
Matthew Powell, CFP®, CIM®
Wealth Associate
Lindsay Pepper
Lindsay Pepper
Wealth Advisor Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Price is what you pay. Value is what you get.
Warren Buffett

Information & insight

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
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Tax Planning
Rules, deadlines, superficial loss tips and year-end checklist to reduce capital gains tax.
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Tax Planning
Review the latest Insights and Strategies.
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Markets & Investing
As life expectancy continues to rise in Canada, people are living longer and more fulfilling lives.
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Retirement & Estate Planning
Protect independence through career breaks, caregiving, and longer retirements with Raymond James.
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Life Events, Lifestyle & Technology
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Isn't the internet great?
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Life Events, Lifestyle & Technology
Understanding the Road Ahead for USMCA
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Markets & Investing
Helping a child buy a first home is a meaningful milestone.
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Retirement & Estate Planning
Complying with these preventive measures helps protect your accounts and supports your eligibility for reimbursement
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Life Events, Lifestyle & Technology
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