Personal Experienced Professional
">what we offer            the team            online access

Chris Sorensen, CIM, CFP

Portfolio Manager & Wealth Advisor

250-712-2113 | Email me

Committed to your success, Chris has nearly two decades of experience in the financial services industry. He is highly educated, with a degree in engineering physics from Simon Fraser University, and financial designations including CFP (Certified Financial Planner), and CIM (Canadian Investment Management) designations. His background, which includes years spent working in his family's construction business, has formed the basis for his financial career and given him a well-rounded understanding of what it means to be a wealth manager.

Chris's love of numbers and problem solving—combined with a focus on each person's individual priorities and unique needs—means that clients' financial plans remain current and relevant through every life stage. For Chris, helping people attain their goals is a privilege, and the strong relationships he develops with his clients are a true source of pride.

Born and raised in Revelstoke, today Chris and his family are an active part of the Kelowna community.  Chris is involved in his children's schools and activities and has been a Director for the Kelowna Art Gallery and the Rotary Centre for the Arts. Chris has been the key sponsor of community-building events such as the Life & Arts Festival and the Kelowna Garden Tour.

Marco Avolio - Associate

In 1994, Marco moved to Canada from Peru and completed the Business Administration Program at the Okanagan University College with honours and a GPA of 91%. In recognition of this achievement, Marco received the OUC President Award in 1998.

Marco joined RBC Dominion Securities in 1999. sunce then he has completed the Canadian Securities Course (with honours), the Conduct & Practices Handbook Course, the Investment Management Techniques Course, the Portfolio Management Techniques Course and the Canadian Investment Management Course.  Marco holds a Canadian Investment Management designation.

Marco is fluent in Spanish and Italian.