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.
“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!”
Certified Financial Planner® (CFP®)
The Certified Financial Planner® (CFP®) designation is an internationally recognized standard for financial planning. It is granted by the Financial Planners Standards Council (FPSC). An advisor with a CFP® may help you with financial planning and offer advice on investment products and strategies.
Elder Planning Counselor (EPC)
The Canadian Initiative for Elder Planning Studies, believes that working with the maturing client involves a “total needs approach”, and that these needs evolve from an individual’s early wage-earning years and continue to change as the individual moves through the aging process. The Elder Planning Counselor EPC curriculum is a comprehensive education program designed to recognize these needs and provide you with the essential knowledge and tools that are necessary to effectively develop proper rapport and practical solutions.
