Christopher subscribes to a holistic wealth management process, which focuses on matching clients' financial goals and objectives to appropriate investments. For over 10 years, Chris has helped create personalized portfolios for high-net-worth individuals, trusts and estates that require intensive management. Employing a comprehensive wealth management process, he ensures that each client's tailor-made investment policy statement is a true reflection of their personal objectives. Chris and his team consider themselves "family wealth managers," developing relationships which often span two or three generations.
In 2015 Chris's business standards were recognized by his achievement of becoming a member of RBC Dominion Securities' Director's Council, which ranks him among the top Advisors in Canada. Chris holds a Bachelor's degree from the University of Guelph as well as the Chartered Investment Manager designation granted by the Canadian Securities Institute.
Chris and his wife Katherine are proud to call Owen Sound their home, and are strong supporters of the arts and many charitable organizations in the community. The bulk of their time however, is consumed by keeping up with their two sons Elliott & Maxwell.
