Welcome to our website. It is with honour and great pleasure that I introduce to you, Clutch Financial Solutions, a dynamic and positive minded company built on years of client trust and industry expertise. Together, our team has created enormous value by building and maintaining first-person relationships with clients, partnered professionals and our communities in order to provide the highest level of service possible.

Our successes are driven by a common thread of shared values:

HUMILITY. We are in business for our clients. We also know small beginnings can bring great things at maturity.

PRINCIPLE. Upholding honesty, ethics and sincerity in every interaction.

FORTITUDE. The perpetual desire to deliver value, growth and optimum performance for our clients.

COMPASSION. Understanding the totality of a client's financial situation by identifying and articulating individual financial needs.

I invite you to take a closer look at what we have to offer in an ever changing financial landscape and I truly believe you will be as excited as we are about the future. From the advisors and staff of Clutch Financial Solutions, I thank you for taking the time to learn more about our vibrant company.

Very sincerely,

David J. Banks
President, Clutch Financial Solutions

Clutch Financial Solutions was founded by David J. Banks as a comprehensive financial services company centred around the concept of "client-forward" thinking. We are a dedicated group of advisors all of whom share the same ideals — a circle of vibrant and positive thinking individuals driven by client success.

Our advisors have independently built their solid reputations over many years based on client trust, product knowledge and industry expertise. We've come together to offer a fresh and undivided approach to investments partnering with experts in the fields of Estate Law & Administration, Accounting, Financial Planning and Tax Planning. Our personalized Navigator schedule helps ensure clients will not feel daunted by the wide ranging financial fields that touch their lives now and into their retirement years. Personal interaction, education and principled decisions are always treated as part of an ongoing dialogue between our advisors and clients.

Our advisors will help identify and articulate your specific financial needs including your current financial position, outlining concerns and objectives and how to best achieve your goals. Clients know to expect an enduring commitment between our team and their financial well being — for this reason, we do our utmost to make wealth creation and preservation as intelligible and straighforward as possible.

In order to provide you with the best possible advice, Clutch Financial Solutions is in a state of perpetual research and education. It's our job to discover and execute the optimum products and service available in the marketplace for your maximum benefit.

We are not an insurance company, a financial institution or an accounting firm though we do work with experts in those fields. We do not represent any single bank, insurer, trust company or investment firm. We believe our advisors must have the unimpeded freedom to determine what products, services and programs best serve the unique needs of each client.

Recommendations made by our advisors are purposeful and unbiased, they will not sell and/or promote specific products for their own gain. Doing so would unravel decades of trust and relationships they have dedicated their professional lives to building.

NICE WORDS