Clay Gillespie
BBA CFP CIM FCSI
Financial Advisor & Managing Director
Clay Gillespie
Phone: 604.732.6551
Degrees and Designations
- BBA (Finance) - Simon Fraser University
- CIM® (Chartered Investment Manager)
- CFP (Certified Financial Planner)
- FCSI (Fellow of Canadian Securities Institute)
Industry and Associations
Clay is a member in good standing of the following professional organizations and subscribes to their respective codes of ethics and rules of conduct:
- ACPM - The Association of Canadian Pension Management
- Advocis - The Financial Advisors Association of Canada
- CALU - Conference for Advanced Life Underwriting
- CIFPs - The Canadian Institute of Financial Planners
- CPBI - Canadian Pension and Benefits Institute
- FPA - Financial Planning Association
- FPSC - Financial Planning Standards Council
Background Notes
Clay also contributes to a number of Canadian newspapers and financial journals on the subjects of estate, financial, retirement and investment planning.