Clark Linton

Clark is a CFA Charterholder and Chartered Retirement Planning Counselor (CRPC) with nearly three decades of experience helping clients build and preserve wealth across borders. Over his career, he has advised individuals and families on investment management, retirement planning, and complex cross-border financial strategies, combining a disciplined portfolio approach with thoughtful, personalized advice.

Clark has spent most of his career with a major Canadian investment firm, where he works closely with clients in both Canada and the United States to integrate tax-aware investing, retirement income planning, and estate considerations into cohesive long-term strategies.

He has been quoted in The Globe and Mail on investment and financial planning topics and is passionate about simplifying complex financial issues so clients can make confident, informed decisions. Through this book, he hopes to share practical insights gained from years of guiding clients through life’s major financial transitions.