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Meet the Advisory Team
Meet the Advisory Team
Clay Gillespie
BBA CFP CIM FCSI
Financial Advisor & Vice President
Clay Gillespie

Clay Gillespie

Phone: 604.732.6551

Degrees and Designations

  • BBA (Finance) - Simon Fraser University
  • CIM (Certified Investment Manager)
  • CFP (Certified Financial Planner)
  • FCSI (Fellow of Canadian Securities Institute) 

Industry and Associations

Clay is a member in good standing of the following professional organizations and subscribes to their respective codes of ethics and rules of conduct:

  • ACPM - The Association of Canadian Pension Management
  • Advocis - The Financial Advisors Association of Canada
  • CALU - Conference for Advanced Life Underwriting 
  • CIFPs - The Canadian Institute of Financial Planners
  • CPBI - Canadian Pension and Benefits Institute
  • FCSI - Fellow of Canadian Securities Institute
  • FPA - Financial Planning Association
  • FPSC - Financial Planners Standards Council 

Background Notes

Clay also contributes to a number of Canadian newspapers and financial journals on the subjects of estate, financial, retirement and investment planning.



 
 

Clay Gillespie
BBA CFP CIM FCSI
Financial Advisor & Vice President
Clay Gillespie

Clay Gillespie

Phone: 604.732.6551

Degrees and Designations

  • BBA (Finance) - Simon Fraser University
  • CIM (Certified Investment Manager)
  • CFP (Certified Financial Planner)
  • FCSI (Fellow of Canadian Securities Institute) 

Industry and Associations

Clay is a member in good standing of the following professional organizations and subscribes to their respective codes of ethics and rules of conduct:

  • ACPM - The Association of Canadian Pension Management
  • Advocis - The Financial Advisors Association of Canada
  • CALU - Conference for Advanced Life Underwriting 
  • CIFPs - The Canadian Institute of Financial Planners
  • CPBI - Canadian Pension and Benefits Institute
  • FCSI - Fellow of Canadian Securities Institute
  • FPA - Financial Planning Association
  • FPSC - Financial Planners Standards Council 

Background Notes

Clay also contributes to a number of Canadian newspapers and financial journals on the subjects of estate, financial, retirement and investment planning.



 
 

“We are more than satisfied with Clay Gillespie’s expertise. It is a great relief to be associated with Rogers Group Financial. Clay was there when we needed him."

David and Norma H.

“We are more than satisfied with Clay Gillespie’s expertise. It is a great relief to be associated with Rogers Group Financial. Clay was there when we needed him."

David and Norma H.