Affluent clients are equally, if not more, concerned with protecting their wealth as they are with growing it. This is where financial planning comes in. Financial planning can be as simple or as complex as you need it to be. It can involve investments, retirement planning, estate planning, education planning, transition planning, insurance and taxation.
I will create a custom tailored financial plan that will help build a wall of protection around your lifestyle for both you and your heirs. Your plan will be regularly revisited to ensure you are on track to meet your goals. As your life changes we will make any necessary modifications.
I have helped individuals and families crystallize their goals and achieve their dreams. I would welcome the opportunity to spend a few minutes with you to see if there's a match between the guidance and advice I can offer and your financial objectives.
If you decide for us to work together, you will have my personal commitment to building and preserving your financial security.
With experience in investment management, estate planning, and cash management, I've learned there are no simple answers to financial success.
No matter what the latest 'hot' idea, inflated investment return, or new product innovation, determining your goals, maintaining your focus and using a professional advisor to add strategy and knowledge are the only real ways to attain your financial goals.
Retirement has changed and, when you're ready, we'll help you prepare your unique plan as you move towards a new stage.
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A post-secondary education is your child’s best defence against an uncertain future, let us help you get there.
BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.
We help with wealth planning and succession strategies for your business and family.
"Chris has been my Financial Advisor for just over four years now and I feel very fortunate to have my portfolio in such capable and trustworthy hands. He is a man of integrity who truly cares about people. Chris is highly knowledgeable and has exceeded my expectations as a Financial Advisor, and I would not hesitate to recommend him to anyone who is looking for someone they can trust with their financial future. Thanks Chris, and I look forward to working with you for many years to come!" B.Kirchner, Sept. 2024
"Chris has been my Financial Advisor for just over four years now and I feel very fortunate to have my portfolio in such capable and trustworthy hands. He is a man of integrity who truly cares about people. Chris is highly knowledgeable and has exceeded my expectations as a Financial Advisor, and I would not hesitate to recommend him to anyone who is looking for someone they can trust with their financial future. Thanks Chris, and I look forward to working with you for many years to come!"
B.Kirchner, Sept. 2024
"We are very impressed with Chris’s skill set and management style as our Investment Advisor. He has great insight into our individual needs, he seeks opportunities to keep us informed and updated on the markets and our portfolio. He has given us "peace of mind” our assets are in good hands.” E. Ross, Sept. 2024
"We are very impressed with Chris’s skill set and management style as our Investment Advisor. He has great insight into our individual needs, he seeks opportunities to keep us informed and updated on the markets and our portfolio. He has given us "peace of mind” our assets are in good hands.”
E. Ross, Sept. 2024
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Start today with a plan built to move your wealth forward.
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