Jim and Susanna Clarke
Jim Clarke, B.Comm.
Investment Advisor
Jim has been an Investment Advisor with Wellington West Capital Inc. in Vancouver, B.C., since 2003. Originally from Alberta, Jim specializes in all aspects of the investment industry with a primary focus on tax efficient investing. Jim's style is about being straight-forward, open and transparent, which means his clients always know exactly where they stand.
Having completed his Bachelor of Commerce degree at Royal Roads University, Jim remains active as the Vancouver Committee Chair for the Royal Roads Foundation.
Jim has built strong ties in the community; he's coached minor hockey with the Vancouver Thunderbirds for 10 years, worked with alumni associations and has chaired several professional organizations. He has a family of three children, his son Matt and daughters Tori and Sara, as well as a dog and a cat. Jim enjoys spending his downtime as an avid fisherman and float plane pilot.
Susanna Clarke
Investment Advisor
Susanna Clarke began with Wellington West Capital Inc. in 2003. Her team was founded with a core belief in serving our clients' needs by understanding their goals and values. Susanna's strength is her attention to detail, which clients find invaluable.
Susanna has completed the Professional Financial Planning course and is also a life, accident and sickness Insurance Agent. She continues to pursue continuing education opportunities to support her work for her clients.
Clients say, "Susanna is a breath of fresh air with straight answers and a kind heart."
She is active in the community as a convener to a number of fundraising initiatives. Susanna's family includes three teenagers: Matt, Tori and Sara. Please feel free to contact Susanna for an update on new issues in the market, insurance or simply a second opinion on how your portfolio is structured.
Jim and Susanna Clarke are located in Vancouver. For more information, please visit
http://wellingtonwest.com/advisors/jimclarke or to speak with Jim and Susanna directly, please contact their office at 604-742-2143.