Christopher With, CIM, CFP
Senior Investment Advisor & Portfolio Manager
Chris has over 15 years of experience managing wealth for high net-worth individuals and successful business owners, so he is uniquely familiar with their needs. He offers his clients comprehensive financial solutions, supported by the resources of one of Canada's largest and most respected financial institutions. His goal is to build and preserve wealth in any market environment, so his clients can enjoy what is important to them.
As a Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Portfolio Manager, Chris has a fiduciary duty to act with care, honesty and good faith, always in the best interest of his clients. Investment decisions therefore must be independent and free of bias. This results in a higher level of trust placed on portfolio managers.
Chris is a member of BMO Nesbitt Burns' National Investment Advisory Council, providing direct input to the senior leadership of the firm.
Chris and his wife Danielle live in Toronto along with their two kids. They enjoy travelling, playing golf, and spending time at their cottage in Haliburton.