Clarke White, CFP®, CRPC® Financial Planner

Clarke White, CFP®, CRPC®, (USA)

Financial Planner

Kelowna, BC

Clarke White is a CERTIFIED FINANCIAL PLANNER® professional and plays an integral part in delivering customized wealth management solutions to our clients. With his focus on providing detailed financial plans and projections, Clarke strives to understand and assess clients' objectives and goals. This allows Clarke to focus on the bigger picture of clients' finances and ensure each one has a thoughtful wealth plan.

Clarke obtained his Chartered Retirement Planning Counselor®, CRPC® designation from the College for Financial Planning in the United States, to expand his knowledge on the intricacies of U.S. retirement planning. This includes areas of retirement savings accounts including 401(k)s and Individual Retirement Accounts (IRA), claiming social security benefits and integrating tax and estate planning to ensure clients' needs are met.

Before joining Raymond James Ltd. in 2021, Clarke relocated from Toronto where he worked as an Associate Advisor for a large financial service firm for over five years. He obtained his Bachelor of Business Administration in 2015 from the Goodman School of Business, Brock University with a concentration in finance. In his spare time, he enjoys leading an active lifestyle from golfing, biking and hiking in the summer to skiing and snowboarding in the winter. He thoroughly enjoys the outdoors and is looking forward to exploring everything British Columbia has to offer with his wife and their dog Motley.