Clarke White,
CFP®, CRPC™ Financial PlannerClarke White is a CERTIFIED FINANCIAL PLANNER® professional and plays an integral part in delivering customized wealth management solutions to our clients. With his focus on providing detailed financial plans and projections, Clarke strives to understand and assess clients' objectives and goals. This allows Clarke to focus on the bigger picture of clients' finances and ensure each one has a thoughtful wealth plan.
Clarke obtained his Chartered Retirement Planning Counselor™, CRPC™ designation from the College for Financial Planning in the United States, to expand his knowledge on the intricacies of US retirement planning. This includes areas of retirement savings accounts including 401(k)s and Individual Retirement Accounts (IRA), claiming social security benefits and integrating tax and estate planning to ensure clients' needs are met.
Before joining Raymond James Ltd. in 2021, Clarke relocated from Toronto where he worked as an Associate Advisor for a large financial service firm for over 5 years. He obtained his Bachelor of Business Administration in 2015 from the Goodman School of Business, Brock University with a concentration in finance. In his spare time, he enjoys leading an active lifestyle from golfing, biking and hiking in the summer to skiing and snowboarding in the winter. He thoroughly enjoys the outdoors and is looking forward to exploring everything British Columbia has to offer with his wife and their dog, Motley.
Journey
2014 - Discovers strong desire to help people through co-op placements during university and starts journey toward becoming a Certified Financial Planner®
2015 - Graduates with Bachelor of Business Administration (BBA), concentration in Finance, from Brock University
2016 - Begins career in financial service working as an Associate at RBC Dominion Securities
2017 - Continues to study for industry designations (CSC, CPH, WME, CFP)
2018 - Works as Associate Advisor at RBC Dominion Securities
2018 - Obtains designation as a Certified Financial Planner®
2019 - Marries wife, Elysia
2021 - Moves to Kelowna, BC, from Ontario
2021 - Starts as a Financial Planner at Raymond James Ltd.
2022 - Obtains designation as a Chartered Retirement Planning Counselor®
2022 - Joins the Aspira Wealth team as a Financial Planner
2023 - Becomes a dad
Giving Back
2016-2018 – Hospital for Sick Children, Volunteer & Dragon Boat Festival participant
2016-2019 – Habitat for Humanity, Volunteer
2022-current – Motionball for Special Olympics, Volunteer
2023-current – Central Okanagan Hospice Association, RJ Cares Volunteer
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
