Top Tier Wealth Management for Successful Physicians

Glenn Ayrton
Senior Wealth Manager CLU, ChFC, CFP

Glenn Ayrton is a Wealth Manager who works exclusively with Successful Physicians.  Through his collaborative and strategic wealth management practices he helps his Doctors make work optional sooner.  Glenn helps to alleviate his clients' financial stress so that they can spend more time focusing on their families and on their work in the community.

Glenn is known as a leader in the Vancouver financial services industry, and he is often asked to speak at industry events.  He has written numerous articles that give financial prescriptions for successful physicians.

On his days off, Glenn can be found skiing in Whistler or riding his assortment of bikes.  He loves spending time with his family and being in the outdoors.

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Our Team

 

The team at Clearwealth Advisors is a diverse group of professionals whose main concern is providing you with the best client experience possible.  Our team works closely together to ensure that our clients' needs are met in the most timely and efficient manner.  

We look forward to meeting with you soon.

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Charlotte Anderson - LLQP, FPSC Level 1
Associate Advisor

Charlotte graduated from BCIT in 2003 with a diploma in Marketing Management.  She has worked in finance since 2005, and joined ClearWealth in 2012.  As Glenn's Associate Advisor, she is responsible for collaborating on client's financial plans, as well as overseeing their plan implementation.

Outside of work, Charlotte is active in her daughter's school committee, and enjoys reading, traveling and skiing.

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P.J. Kozuh - B. Comm
Junior Advisor

P.J. joined ClearWealth in July 2015.  He is originally from Ontario, but spent the last 7 years in Calgary and the Rockies of Alberta working in client service.  P.J. did his undergraduate work at the University of Guelph in the fields of Marketing and Commerce and holds a degree in Commerce.  In his role as Planning Coordinator, P.J. facilitates all investment and insurance plan administration.  His career in the financial sector has led him to complete both the Canadian Securities and Life License Qualification programs in order to best prepare him for his career goal of becoming an advisor.

In his spare time, P.J. enjoys sampling craft beverages, dining out and anything sports related.

 

 

 

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Conor Doyle - B.Comm, APA, QFA
Planning Coordinator

Conor joined the ClearWealth team in 2017.  He hails from Kildare, Ireland. Conor completed his undergraduate degree at Athlone Institute of Technology and holds an Honors Degree in Business Studies. Conor facilitates all investment and insurance plan administration for the CWMD team.

He has worked in the Financial Service Industry since graduating in 2014 and has completed his Financial Advisory exams in Ireland and plans to complete his Canadian Securities and Life Licenses in order to best prepare him for his career goal of becoming an advisor.

In his spare time, Conor enjoys reading, running, anything that keeps his body active and everything sports related.

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Michelle Hebert - B.A
Manager of Operations and HR

Michelle joined the ClearWealth team in 2018, bringing with her a strong background in operations and people management. Michelle is responsible for strategic planning, business development and the overall operations of ClearWealth.  She is also responsible for the firm’s human resources including recruiting and training, and the management of the team.

In her spare time, Michelle enjoys spending time with her partner and family, and loves any outdoor activities, particularly those that she can enjoy with the company of her border collie, Buzz.

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Amanda Costo
Client Service Coordinator

Amanda is the first point of contact at ClearWealth, and enjoys greeting clients for their appointments. She joined the ClearWealth team in 2014, bringing with her extensive experience in customer service and administration. Amanda ensures the office is organized and assists in other departments, as needed. Since being with ClearWealth, she has developed an interest in marketing and looks to further pursue her education in this field.

In her spare time, Amanda enjoys writing music, spending time with her family and cooking.

 

Securities products are offered by Aligned Capital Partners Inc. (ACPI). Glenn Ayrton and (others) is (are) an agent(s) of ACPI. ACPI is a member of the Investment Regulatory Organization of Canada (iiroc.ca) and the Canadian Investor Protection Fund (www.cipf.ca)