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Clayton Shultz

Stirling Shultz

Clayton 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 Courts.

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 Accountants.

Click here for Clayton's Detailed Resume

Stirling 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 and objectives.

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.

Click here for Stirling's Detailed Resume

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# 307 - 1656 Martin Drive, Surrey, B.C., V4A 6E7, Canada
Tel: ( 604 ) 538-1838     Fax: ( 866 ) 432-3769
Toll Free in North America: 1-877-285-3143  Email: info@claytonshultz.com