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!”