Cliff joined Old Port Advisors in 2021 as a Senior Wealth Advisor with primary responsibility for his clients’ overall financial planning and portfolio management. Prior to joining the firm, Cliff was the founder and President of Elder Planning Advisors of Maine, Inc. where he led the planning and investment process since its founding in 1996. Cliff is a member of our Investment Policy Committee and Compliance Committee. Cliff holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations conferred by the American College of Financial Services and has been a member of the Society of Financial Service Professionals for over 40 years. Cliff entered the Fin