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Clayton Shultz & Associates offers advisory services to a wide range of clients in the legal and accounting professions as well as directly to companies and individuals in the business community. Representative engagements include the following:
Arbitration of disputes involving commodity pricing, the economics of recycling, sale of professional practices, mining property rights, and securities trading.

Mediation of shareholder disputes and other financial disagreements.

Business Valuation opinions for transactions between shareholders; marketing the business, litigation; buy-sell agreements; listing on a stock exchange, estate settlement, capital gains taxation, and expropriation.

Financial Planning services provide clients with a full, needs-based, financial plan to help them achieve their financial goals. As well, advice is available on specific problems or situations that need to be dealt with immediately, such as pension and retirement options, retooling an investment portfolio, or analyzing debt efficiency and cash flow problems. CSA is not associated with any supplier of products and its only remuneration is derived from client fees.

Other Services
As well, CSA provides Litigation Support in respect of securities matters including preparation of reports as to losses over time, returns under alternate asset mixes, and the regulatory responsibilities of investment advisors and their supervisors. See our News & Views.

Further, CSA handles Consulting Assignments concerning the professional responsibility of chartered accountants; governance issues within a municipality; a public enquiry, and the reorganization of an administrative body.

Subject to the permission of clients and their counsel, references may be provided to prospective clients in any of the foregoing categories.
# 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