Chris has 20+ years of financial industry experience. For the past 10 years Chris has served as a Senior Portfolio Manager, Wealth Advisor and Assistant Branch Manager with RBC Dominion Securities in Toronto. Previous to that, Chris spent 12 years with another Canadian financial institution, working with financial advisers, business and commercial account managers and their clients.
Chris has extensive experience managing wealth for executives and professionals, as well as business owners and corporate clients such as auto dealers, aboriginal businesses, oil and gas, real estate, construction, and manufacturing, professionals and supply chain management. He holds his Fellow of the Canadian Securities Institute (FCSI), Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations, and received his B.Sc. and BA degrees from Lakehead University. Click here to read more.