
OUR PEOPLE
President, Chief Executive Officer and Chief Investment Officer
Clayton Smith, CAIA. Clayton earned a BA from The Royal Military College and served as a Captain in the Infantry for five years before entering the financial industry in 1994. After becoming a Chartered Financial Planner and building a successful financial planning business, Clayton established Crystal Wealth in 1998. He completed Level I of the Chartered Financial Analyst program in 1998 and holds the Chartered Alternative Investment Analyst certification. He created and managed
Vice-President, Operations
Scott Whale, CIM. Scott has been with Crystal Wealth since March 2004. Prior to his employment with
Chief Compliance Officer and Vice-President, Accounting
Adam Barfoot, CA. Adam earned a BA in Economics and a Diploma in Accounting from
Research Analyst
Dr. David Amato. David has completed level 1 of the CFA program and is currently working towards his CIM designation. He has been president of S.A. Capital Growth Corp., a personal investment holding company, since September 2007. Prior to September 2008, Dr. Amato was a practicing dentist in