Shultz is a seasoned executive and professional who has
been in business and professional life for forty years. Before
founding Clayton Shultz & Associates in the fall of 1995,
he was Executive Vice-President of the Vancouver Stock Exchange
where he was responsible for the Corporate Finance, Trading,
and Compliance functions. He had a leading role in representing
the Exchange before the Matkin Commission.
Before 1990, he was Regional Valuations Partner with Coopers
& Lybrand. His practice was dedicated exclusively to valuing
business interests and consulting on litigious matters. He
testified extensively in the Federal, Supreme, and Provincial
Clayton holds four fellowships in three disciplines: the Institutes
of Chartered Accountants of British Columbia and Ontario,
the Canadian Association of Chartered Business Valuators,
and the Institute of Chartered Secretaries and Administrators.
He is currently treasurer of the British Columbia Arbitration
and Mediation Institute, a panel member of the British Columbia
International Commercial Arbitration Centre, and a Senior
Member of the American Society of Appraisers.
In 2002, he was appointed as a public representative to the
Council of Dental Surgeons of British Columbia.
Clayton has published and lectured widely on valuation, securities,
and ethical issues. He has served as President of the Institute
of Chartered Accountants of British Columbia and as a member
of the Executive Committee of the Canadian Institute of Chartered
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Shultz spent ten years in the finance industry before
joining CSA as Vice-President in 2002.
As a Senior Financial Advisor with Imperial Investor Services
at the Canadian Imperial Bank of Commerce, he advised an extensive
portfolio of high net worth clients on a variety of financial
planning aspects. He provided high quality, tailored financial
advice assisting clients in meeting their financial goals
In addition to his duties as a financial advisor, Stirling
also assumed the role of acting General Manager in the absence
of the District Wealth Management Supervisor.
Before joining the wealth management team at CIBC, Stirling
pioneered the role of Small Business Associate in Vancouver,
in which he managed the professional clientele of the bank
and advised them on the setting up and/or expansion of their
practices while also handling their personal financial planning
needs as well.
Stirling has completed the courses and passed the examination
set by the Financial Planning Standards Council in 2000 to
earn the internationally-recognized Certified Financial Planner
designation, as well as completing the Canadian Securities
Course in 1996, the Professional Financial Planning Course
in 1998 and the Conduct and Practices Handbook Course in 2000.
He earned his Bachelor of Arts degree at the University of
British Columbia in 1995.
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