Introduction

Chris has been in the financial advice business for 25 years. His international background covers pension fund administration, investment management, money market trading and personal financial planning. Chris is a Certified Financial Planner® (CFP) adhering to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council. He also holds the Personal Financial Planner designation (PFP) through the Institute of Canadian Bankers and the advanced financial planning designation - Financial Management Advisor (FMA) through the Canadian Securities Institute. Recognizing his achievements Chris has been admitted as a Fellow of the Canadian Securities Institute (FCSI), one of the most demanding designations in the industry. This puts him in the company of professionals with unrivalled knowledge and experience who are some of the most trusted leaders in financial services. With the backing of Canada’s most trusted Corporation - RBC Financial Group, Chris is in a position to deliver quality advice and service. 

Chris’s individual style is unique in that his core belief is working to a plan using what he calls the “Triangular Timing Process” keeping him and his clients on track to success.

This means that his time is focused on your overall financial situation and coordinating the necessary expertise where needed to protect and maximize wealth.  When it comes down to the actual day-to-day investing of hard- earned savings and bearing in mind the amount of time required in doing this, he believes that full time professional money management is justified. Accordingly, he will place you with the best and the brightest in this area of expertise and walk alongside you while he focuses on your overall financial planning requirements from estate and retirement planning to banking and insurance.

Chris’s cornerstones are confidentiality, trust, valued advice and hard work and would welcome any enquiries you may have.