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Stirling Shultz


STIRLING V.T. SHULTZ, BA, CFP
Click to download a PDF of Stirling's Resume

PROFESSIONAL and EDUCATIONAL:
2000 Conduct and Practices Course
2000 Financial Planners Standards Council (Member)
2000 Certified Financial Planner Course
1998 Professional Financial Planning Course
1996 Canadian Securities Course
1995 The University of British Columbia, B.A. (Eng. Lit.)
1993 Mutual Fund License
 
OCCUPATIONAL:
2002 - present Vice-President, Clayton Shultz & Associates, Inc., a company specializing in business valuation, financial planning, mediation and arbitration, and litigation support for securities, quantification of losses, and other related matters.
1992 - 2002 Canadian Imperial Bank of Commerce, Vancouver, BC
1998 - 2002
Senior Financial Advisor, Imperial Investor Services
Duties: Managing an investment portfolio of $80 million for high net-worth clients, and serving as Acting General Manager, Wealth Management, Vancouver West Side, in absence of supervisor

1996 - 1998
Small Business Associate

1993 - 1996
Personal Banking Representative

1992 - 1993
Customer Service Representative
VOLUNTEER EXPERIENCE:
1993 - 2001 United Way Representative
# 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