Chris has been providing financial planning advice to his clients since 2000. Chris is a Certified Financial Planner® (CFP®) and models his approach to financial planning around the Financial Planning Standards Council’s Financial Planning Process.
Chris is a designated Elder Planning Counselor (EPC), helping him understand the concerns and needs of the growing elderly population in Canada.
In November of 2009, Chris merged his company, CLC Financial Services, with Waypoint Financial Group to enhance the client experience by combining personnel and system resources. Chris resides with his wife and two daughters in London, Ontario.
“I Believe my role is not to have a crystal ball and make grand predictions. My role is to understand my clients’ goals, build a plan and keep you on track!”