Your lifestyle matters
We believe in a Lifestyle Wealth Process. Proper management determines wealth. Wealth determines lifestyle.
We have been providing our clients a lifestyle approach to Wealth Management since 1997. We believe in the importance of building one-to-one commitments with clients who share a similar attitude. We use our expertise and professional experience to manage your wealth so you can enjoy greater peace of mind.
As Portfolio Manager, Todd Christensen offers discretionary Portfolio Management. The advantage of having a boutique wealth management team is that you have one-to-one access to a comprehensive roster of resources that cater to your financial lifestyle goals. With our in-house expertise, you will benefit from a range of specialized knowledge, such as business, estate or tax planning, combined with wealth and retirement strategies.
Todd and Riley Christensen are a father-and-son Private Wealth Management team dedicated to helping clients build, manage, and enjoy their wealth with confidence. Together, Todd and Riley combine decades of experience with a modern, holistic approach to wealth management.
Todd is an established advisor and team leader who has been providing wealth management solutions to high-net-worth individuals, business owners, professionals, and retirees since 1997. As a discretionary portfolio manager who belongs to a select group of advisors approved by RBC Private Investment Management, Todd is entrusted to make day-to-day investment decisions on behalf of his clients, allowing them to step away from the complexity of managing their wealth and focus on the lifestyle they value most.
Riley is an Investment Advisor with experience at both CIBC and the Royal Bank of Canada. A graduate of the University of Guelph, he brings expertise in investment management alongside a strong banking background. Riley combines academic knowledge with practical experience to deliver thoughtful, comprehensive financial advice tailored to each client’s needs.
Individualized wealth solutions