Chase has 4 years of experience in the Financial Services Industry and has been a part of our team since Oct 2019. Before joining our team Chase was a Banking Advisor at the RBC branch in Watrous, SK where he provided clients with advice on investing, retirement planning and estate planning as well as helping clients achieve their dreams through loans and mortgages and other financial products.
Chase attended the University of Regina where he obtained a Bachelor of Business Administration (Finance Major) as well as a Certificate in Economics. Chase has also completed his Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH) and obtained the Chartered Investment Manager (CIM) Designation as well as having completed both the Level 1 & Level 2 CFA Exam.
Chase was born and raised in small town Watrous, Saskatchewan. In his free time Chase loves traveling, playing/watching sports and spending time with his Chinese Shar-Pei Winston.