About Greg McLinton

Greg R. McLinton is a seasoned 30-year plus financial industry veteran with an outstanding work ethic and an intense drive.

A devoted husband and proud father of three wonderful children, Greg strives to balance his family life with his investment career.

Professionally, Greg is a Chartered Accountant (CA), a Chartered Professional Accountant (CPA), a Certified Financial Planner (CFP), a Chartered Investment Manager (CIM) and a Fellow of the Canadian Securities Institute (FCSI).

Throughout Greg’s distinguished career, four success factors best describe the foundation of his relationship with clients: integrity, accountability, passion for helping his clients achieve their goals, and a relentless pursuit of generating returns for them.

Each client is unique and Greg tailors the management of each client’s investment portfolio in keeping with their objectives and risk comfort level. All recommendations are made on a risk versus return basis, as Greg believes that protecting and growing his clients’ wealth are equally important.

Claire Kerr has been with Raymond James since 2017, providing dedicated support to advisors and clients as a licensed Financial Advisor Assistant. With a strong background in client service and business management, she ensures efficiency and attention to detail in all aspects of financial administration.

Before joining Raymond James, Claire successfully owned and operated a children’s toy store and was nominated for the Women’s Business Network of Ottawa’s 2015 Entrepreneur of the Year award. She also founded and managed a nursery school, overseeing all aspects of operations, including policy development, regulatory administration, programming, and accounting. Earlier in her career, she taught in Ottawa and Costa Rica after graduating from Algonquin College’s Early Childhood Education program.

Her diverse experience in business ownership, education, and administration allows her to bring exceptional organization, care, and personalized service to her role.