Eric Clifton
Vice President & Investment Advisor at National Bank Financial | Toronto, Ontario, Canada
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Eric Clifton serves as Vice President and Investment Advisor at National Bank Financial, where he leverages over 30 years of experience in the investment management industry to guide clients toward achieving their financial aspirations. With a keen focus on wealth independence, Eric specializes in crafting tailored investment strategies that cater to the unique needs of business owners and corporate professionals navigating various life events. His expertise encompasses a broad spectrum of financial instruments, including bonds, ETFs, and preferred stocks, allowing him to design diversified portfolios that align with his clients' risk tolerance and long-term objectives.
At National Bank Financial, Eric is currently leading key projects aimed at demystifying investment planning for his clients. He understands that many individuals find the complexities of personal finance daunting, which can lead to missed opportunities and unnecessary risks. To combat this, Eric employs a holistic approach that integrates estate planning and tax-advantaged investment strategies, ensuring that his clients not only preserve their assets but also maximize their growth potential. His proficiency in options strategies and insurance further enhances his ability to provide comprehensive financial solutions.
Eric's commitment to education and transparency is evident in his client interactions, as he strives to empower them with the knowledge needed to make informed decisions. By focusing on customized investment strategies for significant life events—such as retirement, education funding through RESP, and tax-free savings through TFSA—he helps clients navigate their financial journeys with confidence. Through his leadership at National Bank Financial, Eric Clifton continues to make a meaningful impact in the lives of those he serves, transforming complex financial landscapes into clear pathways toward wealth independence.
Vice President & Investment Advisor at National Bank Financial in May 2002 to Present
Branch Manager & VP Investment Advisor at TD Waterhouse Private Investment Advice in January 1994 to January 2002
Investment Advisor at RBC Dominion Securities in January 1979 to January 1994
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Stocks
Bonds
ETFs
Mutual Funds
RRSP
RESP
TFSA
RRIF
Investment Management
Estate Planning
Strategic Financial Planning
Tax-advantaged Investment Strategies
Options Strategies
Derivatives
Insurance
Tactical Asset Allocation
Preferred Stock
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Discover more about National Bank FinancialWhat is Eric Clifton email address?
Email Eric Clifton at [email protected]. This email is the most updated Eric Clifton email found in 2026.
How to contact Eric Clifton?
To contact Eric Clifton send an email to [email protected].
What company does Eric Clifton work for?
Eric Clifton works for National Bank Financial
What is Eric Clifton's role at National Bank Financial?
Eric Clifton is Vice President & Investment Advisor
What is Eric Clifton's Phone Number?
Eric Clifton's phone (416) ***-*878
Eric Clifton Email Addresses
Eric Clifton Phone Numbers
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