Becker Orr Wealth Management - Wealth Management Adviser of the Year
Clinton is a founding member and portfolio manager of Becker Orr Wealth Management, which is part of Canaccord Genuity Wealth Management. Clinton has been in the industry since 2003, has a Bachelors of Commerce, and holds multiple professional designations, including designations in Financial Planning, Investment Management and Derivatives Markets. Clinton has built a successful wealth management practice on the basis of hard work, a love for the profession and truly caring about his clients. He has set himself apart by building a strong team of specialists and developing a truly unique process. The process Clinton and his team use allow them to build a customized Financial plan that addresses all of their clients’ needs, it is called Financial Architecture.
Using the Financial Architecture process, everyday Clinton and the Becker Orr team have the privilege of helping people get closer to realizing their dream of ?nancial security. The Becker Orr Wealth Management Team have established relationships with a wide variety of business owners, retirees and professionals at various points along their journey of wealth creation and wealth preservation. They value each client and ensure they are taken care of by adhering to three simple principles: commitment, clarity and con?dence.
Clinton and his wife Jodi live in rural Manitoba, they live just outside of Beausejour. When he’s not in the o?ce Clinton enjoys the outdoors, is involved in the local community and contributes to charitable causes. Clinton has been involved with the Run for the Cure, as well Clinton and Jodi have started their own charitable initiative, the Pet Life Animal Fund.
Clinton and the Becker Orr team pride themselves on offering customized solutions to clients. Canaccord Genuity Wealth Management is a leading, Canadian independent investment management ?rm, focused on providing best-in-class wealth management strategies and capabilities. Being part of Canaccord Genuity Wealth Management offers Clinton and the team the flexibility to offer their clients a solution unique to their needs, not a cookie cutter package. Canaccord Genuity’s global wealth management businesses are entrusted with over $94 billion in client assets. As a recognized and trusted brand, the company offers something that’s refreshingly compelling and valuable in a crowded marketplace: bespoke solutions – not templates. This investor-focused approach, backed by industry leading research, analysis, and a powerful platform that leverages the latest in technology, is setting new benchmarks in customer service.