Since joining RBC Dominion Securities in 1997, Chris' clients have come to trust him for advice in all of the important financial stages in their lives: everything from education and retirement planning to life insurance and estate planning. His extensive client base includes executives, medical professionals, retirees, hospital foundations, and credit unions. Since 2008, Chris has been part of an exclusive group of top advisors at RBC Dominion Securities named to Executive Council and Director's Councils.
Chris is a graduate of McMaster University's Economics program. A believer in continually improving his skills, he has obtained the Canadian Securities Institute's prestigious CIM (Chartered Investment Manager) and the CFP (Certified Financial Planner) designations. In addition to investment solutions, Chris is licensed to provide both life and disability insurance as part of the financial planning process.
His specialized strategy involves the implementation of customized portfolios designed for each investor's unique needs and circumstances. Chris also helps his clients take advantage of any tax minimization opportunities as they arise. Affluent clients from all over Ontario and Canada have been referred to Chris when their needs require the services of an experienced, skilled and competent wealth manager.
Chris & his associate take care of everything so clients can focus on what's important in their lives.
Chris and his wife, Helen, live in the Broadview/Danforth area of Toronto and enjoy spending time with their two sons.