About Brett Clark
I’ve been in the industry for almost 2 decades with experience in personal and business financial planning. Having spent most of this time in the Vancouver lower mainland my understanding of the charitable and nonprofit sectors here is extensive. Community is important to me and my clients which is why I’ve spent the past 7 years working with and within the Credit Union system.
I currently hold the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Chartered Investment Manager (CIM), Master Financial Advisor of Philanthropy (MFA-P), and Responsible Investment Specialist (RIS) designations.
My team and I work with families and individuals throughout the philanthropic planning process, from the goal setting and charity reviews to the gift agreement and execution.
As I specialize in philanthropic planning and portfolio management, my clients have varied backgrounds so please feel free to reach out for a consultation and we can review your unique situation.