Bringing over 15 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.
Our clients know they can rely on:
a defined, consistent approach to financial planning
a committment to a long term relationship
a clear & transparent map to execute your financial plan
We\'re happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
How You Can Help Me
I have always been in service and truly believe I\'m here to serve in my great community.
Chris was born and raised in Montreal and moved to Ottawa in 1987. After a career in sales and marketing, Chris entered the financial services industry in 1996. He has spent these years listening to the dreams of his clients and converting those dreams into a realistic, measurable and achievable clear path forward. Supporting his clients through the process has been a rich and rewarding experience.
Over the years, Chris has developed a strong network of professionals, business owners and charitable organizations that recognize the need for sharing and referring each other\'s services.
Chris is a long standing member of Advocis, the Financial Advisors Association of Canada. Advocis is the oldest and largest voluntary professional membership association of financial advisors and planners in Canada. Advocis members serve the financial interests of millions of Canadians. We adhere to an established professional Code of Conduct, to uphold standards of best practice, participate in ongoing continuing education programs, and maintain appropriate levels of professional liability insurance and are committed to putting our clients’ interests first.