Education:
B.Comm Economics & Finance
CERTIFIED FINANCIAL PLANNER® (CFP)
Personal Financial Planner (PFP)
Canadian Securities Course (CSC)
Wealth Management Essentials (WME)
Conduct and Practices Handbook Course (CPH)
Professional Financial Planning Course (PFPC)

Languages Spoken:
English

Specialties:
• RRSP’s, RRIF’s, RESP’s, TFSA’s
• Equities, ETF’s, REIT's, Preferred Shares, and Fixed Income
• Fee-based managed accounts
• Retirement Planning
• Estate & Insurance Planning
• Capital Preservation
For the past decade, Christopher has developed a specialty in teaching investors age 55 + how to protect their investments during turbulent markets, reduce income taxes, and preserve their wealth for future generations. Christopher has been awarded the CERTIFIED FINANCIAL PLANNER® (CFP) designation after proving his expertise in investment planning, estate preservation, and risk management.