Keir Clark, CIM, FCSI, FICB, PFP

Portfolio Manager and Director, Wealth Management

Keir Clark

For more than three decades, I have been helping generations of families strategically grow their wealth, plan for business succession, and manage discretionary assets.

Through consultative (and highly customized) relationships with clients, I have been able to build trust and provide a solid understanding of many financial matters.

My specialties include:

• Multigenerational wealth planning and family wealth planning

• Discretionary asset management

• Tax-efficient strategies and solutions

• Estate and succession planning

Financial education and understanding is part of my DNA. I am also a Finance Columnist with the New Brunswick Telegraph Journal and have built a reputation for making complex concepts understandable to readers. I have been cited in publications including the Halifax Chronicle Herald, The Globe and Mail, The National Post, Investment Executive, Advisors Edge magazine, and Atlantic Progress.