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.
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.
Charlotte Anderson - CFP, LLQP
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.
P.J. Kozuh - B. Comm, CFP
P.J. has been with ClearWealth since 2015, having moved to Vancouver from Calgary, where he began his career in finance. P.J. earned a Bachelor of Commerce from the University of Guelph, and has since attained financial planning designations as well as his certifications & licenses in insurance and securities.
As an advisor, P.J. helps his clients make smart decisions with their money, and enables them to achieve what is most important to them financially.
Away from the office P.J. spends his time playing baseball, volleyball, surfing, and enjoying the beautiful outdoors of the West Coast.
Conor Doyle - B.Comm, APA, QFA
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.