Detailed planning is OUR CORE CAPABILITY

Team

At Ely Clark & Associates, our greatest strength is our people. With more than 100 combined years of experience, we've learned that clients want to understand not just what they should do with their wealth, but why.

That's why we lead with education, open communication, and hands-on involvement, building relationships grounded in trust and understanding. Wealth planning is about people, not portfolios. The right team can change the course of your financial life. Meet ours.

Meet our Financial 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

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.

The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger