Your financial peace of mind is always my goal, despite uncertainties in the markets and in life. By utilizing a strategic and disciplined process, I help you manage your assets and risk along the way.
Stable and consistent returns that are supported by established, income-producing securities are my focus to help you build and protect your wealth. I also prioritize tax-minimization strategies and offer estate and insurance guidance.
True wealth is about more than money. As your wealth manager, I will support you through periods of change in your family, career and health by ensuring that your financial plan is ready for anything, no matter what life brings your way.
Backed by the resources of RBC Dominion Securities, Canada's leading wealth management firm, I offer access to a complete range of financial services. Whether you are looking to build your financial future, protect what you have already built or create a lasting legacy for your family, we have the expertise and resources you need.
Please, do not hesitate to give me a call.
Chris Sorensen, CIM, CFP
Portfolio Manager & Wealth Advisor