Chris brings 30 years of experience in both investments and insurance. He supports the oversight of the individual and pension investment strategies at the firm, while also providing a holistic approach to financial planning. Chris focuses on optimizing retirement plans for his clients; offering comprehensive financial guidance to help them effectively manage their assets, grow wealth, and secure the retirement income they need to achieve their financial goals.
Chris offers a unique perspective in financial planning discussions. He regularly presents to various groups, emphasizing education and inspiring individuals to evaluate their financial health. His presentation style simplifies the complexities of financial planning, making it more understandable and engaging.
Chris holds a Bachelor of Commerce degree from the University of Manitoba. He is also a Certified Financial Planner (CFP), an Elder Planning Consultant (EPC), and a Registered Health Underwriter (RHU).