Smarter Decisions and Growing Wealth
Hi, I’m Clifford, an agent with over 8 years of experience helping individuals and families make smarter decisions. I’m passionate about helping people save more, plan better, and protect their future.
I believe that the smartest financial choices are made early, because the systems you build today can scale with your career, your goals, and your success later in life. My mission is to make your strategies simple, easy, and aligned with where you’re headed.
Whether you’re just starting out, growing your wealth, or preparing for the next stage, let's have a chat on how to prepare for the future so that you can focus on living, not worrying.
Clifford believes in Meaningful Connections
Outside of work, I’m someone who values growth, balance, and meaningful connections. I believe in always learning, whether it’s through new experiences, travel, or learning about the world. I’m passionate about helping others build not just financial security, but confidence in their future. When I’m not working with clients, you’ll usually find me exploring new ideas, staying active, or spending time with the people who matter most.
What Do Others Have to Say About Clifford
I want to extend my heartfelt thanks and kudos to Sally and Jonathan for their outstanding assistance with my RESP investment. Their professionalism shone through in every interaction, making the entire process smooth and reassuring. They exhibited remarkable patience, taking the time to thoroughly answer all my questions and address my concerns about the RESP. Sally and Jonathan, your exceptional support and commitment deserve a 10/10 feedback. Thank you for making a potentially complex process feel manageable and for your unwavering support.
Sally assisted me with all my investing needs and helped create a plan for my future. I appreciate the ease of accessibility and the readiness to help me make changes when I require it. Sally is friendly, professional and is easy to talk with. When I had lots of questions or needed extra explanations, she was very patient and helpful.
Thomas was very helpful and knowledgeable in setting the financial plan for my retirement. Sally and Thomas are very friendly, professional, and responsive. Thank you. Hope this relationship will continue to grow in the coming years.
Sally is exceptional and has your best interests in mind. She explains everything very clearly and is patient with you if you don’t understand the policies. I will continue to refer others to her for their investment and insurance plans.
