Personalized planning for your financial goals

Welcome

As a client of Ely Clark & Associates Wealth Management of Raymond James, your portfolios, as well as your financial and estate plans, are tailored to your unique circumstances and goals. Your input is central to this process and allows us to ensure the plan we create fits your needs. At Raymond James Ltd., we are not pressured to sell any particular investment products; our recommendations are based entirely on the information we gather from you and on our independent research.

We build customized portfolios for our clients that start from our model portfolio and are adjusted to match our client's goals, risk tolerance, and personal beliefs.

We offer total wealth solutions which best align our client's interest with ours and help avoid conflicts of interest. It is our personal mission to give our clients a sense of confidence regarding their financial future by offering a detailed, step-by-step process to establish their financial action plan, and provide continued support and guidance.

You can find out more on our website https://www.raymondjames.ca/elyclarkwealth. Here, you will find information about what we do, who we are, and other resources such as market commentaries, announcements, stock quotes, and much more. Please explore this site, and if there is anything you would like to see here, let us know.

Sincerely,
Ely Clark & Associates Wealth Management

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Investment Strategies

Business Planning

Longevity Planning

Portfolio Management

Fixed Income Services

Get to know Our Team

Mark Ely
Mark Ely, B.A.
Senior Financial Advisor
Brad Clark
Brad Clark, CFP®, CIM®
Financial Advisor
Matthew Powell
Matthew Powell, CFP® CIM®
Associate Financial Advisor
Lindsay Pepper
Lindsay Pepper
Financial Advisor Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Price is what you pay. Value is what you get.
Warren Buffett

Information & insight

On December 16, 2024, the Leader of the Government in Canada’s House o...
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Tax Planning
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
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Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
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Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
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Tax Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
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Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
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Tax Planning
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