Chris Clayton co-leads our team with Anna Dickson and has worked in the financial services industry since 2008. Chris holds the Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®) designations. He is also qualified as an Insurance Advisor with BMO Estate Insurance Advisory Services Inc. and earned a Bachelor of Management and Organization Studies degree from the University of Western Ontario.
Having worked well with Anna Dickson for many years and sharing her vision of how to serve clients and operate an advisory practice, Chris teamed up with Anna early in 2022 to create a new advisory team. This brought added value to our clients as the two of us share ideas, act as each other’s sounding boards, bring strength in numbers, and support each other’s clients during vacation periods.
Prior to joining BMO Private Wealth, Chris was an Insurance Manager at Empire Life. He enjoys meeting with clients to guide them through his recommended account strategies and providing them and all their family members with tailored, personalized financial and investment advice.
Chris resides in Amherstview, just outside of Kingston, with his wife Amanda, son Mason and daughter Addison. He is a former competitive Ontario Hockey League hockey player who skated for Brampton and played varsity hockey for Western University. Chris now volunteers as a minor hockey coach with Loyalist Township and has served on the Investment Committee for the Community Foundation for Kingston and Area since 2017. His favourite pastimes include golfing, fishing and traveling.
Anna Dickson co-leads our team with Chris Clayton and has worked in the financial services industry since 2003. After working for several years as a Branch Operations Manager and Assistant Branch Manager for BMO Private Wealth in Kingston, Brockville, Perth and Cornwall, Anna recognized the best part of her day was interacting with clients. She took on the challenge of a career change and became an Investment Advisor to offer families the flexibility, knowledge and guidance they need on their path to a successful financial future.
Anna earned a Bachelor of Administration and Commercial Studies degree with a major in Finance and Administration from the University of Western Ontario in 2003. She has also completed the Options and Derivatives Licensing Course with the Canadian Securities Institute and obtained her Branch Manager’s license.
Morgan Shannon has recently joined the team as an Investment Associate and has 14 years experience in the financial services industry with BMO.
Morgan has a strong focus on client service and assisting clients to achieve their financial goals. She holds a degree in Sociology from Queen’s University and has earned her Personal Financial Planner (PFP®) Designation through the Canadian Securities Institute. Morgan is thrilled to join Chris and Anna’s team to further grow their practice and offer personalized advice and guidance for clients. She lives in South Frontenac with her husband Luke, and two children, Sadie and Brett. In her spare time, she enjoys spending time at the cottage, playing hockey, and attending the kids sporting events.
Barb has worked with BMO Nesbitt Burns/BMO Private Wealth for more than 30 years. She is a graduate of the St. Lawrence College Law Clerk and Business Administration program and was an Accounting Clerk at Cunningham Swan Law Firm for 10 years before joining BMO Nesbitt Burns in 1995.
Barb is licensed to execute trades and keeps current in her professional development with various courses at the firm. Her key role is to assist clients with all of their administrative and account matters and queries. Barb has completed the Canadian Securities course (CSC), Conduct and Practices Handbook (CPH) course and the Professional Financial Planning (PFP) course with the Canadian Securities Institute.
Family time is Barb’s top personal priority. She and her husband have a son James who is a fourth- generation lawyer with the family firm Hickey & Hickey Barristers & Solicitors. Their daughter Julia is an Actuarial Associate at Willis Towers Watson in Toronto. Barb enjoys sports and previously spent many years volunteering as a trainer for her daughter’s competitive hockey team, the Kingston Ice Wolves. She and her family enjoy spending summers boating and relaxing at the cottage and winters downhill skiing.
Sharla Vander Vliet joined Clayton Dickson Investment Group in October 2016 with over 10 years of experience providing client service and administrative support for a busy real estate team in Brockville. Sharla’s key role is ensuring excellent client service and assisting Anna Dickson to deliver the best possible client experience. Feel free to contact Sharla with any changes to your account information or other administrative and investment needs.
Sharla earned a diploma in Office Administration from St. Lawrence College and has completed the Canadian Securities (CSC) and Conduct and Practices Handbook (CPH) courses with the Canadian Securities Institute. She has also continued her professional development at BMO Private Wealth. Before joining BMO, she stick-handled administration and operations at Royal LePage ProAlliance Realty as their Client Care Coordinator for 11 years.
On a personal note, Sharla and her husband are devoted to their three wonderful children and travel at least twice a year (once with the kids, once without). They have lived in the Brockville area for more than 20 years. Boating is a huge part of their summer life – they participate in most of the poker runs along the St. Lawrence River in Kingston, Gananoque and Clayton, NY. Sharla finds working out to be a terrific mood and health booster and also loves spending time with family and friends and walking her two dogs – Ivy, a French bulldog and Buster, a Shiatzu Cocker Spaniel.