Chris takes pride in executing financial/ retirement plans that are realistic, measurable, and attainable to help clients meet their goals and aspirations. It is extremely rewarding to be able to share with clients, that if they employ the strategies laid out in their customized financial plan, they can achieve what they’ve worked for, and do so in the most tax-efficient way possible.
Chris holds a Bachelor of Commerce from the University of Saskatchewan where he received the Mahor Award upon convocation for "outstanding presence in the business community”. He obtained his Chartered Accountant (CA) designation while articling at Deloitte LLP and, prior to joining our team, worked in the resource and public sectors. His experience includes personal and corporate tax preparation and planning, financial reporting, audit and assurance, risk analysis and project valuations. Chris became a fully licensed Investment Advisor in June 2017, and currently serves as a board member and the treasurer of his condo board.
Chris enjoys golfing, traveling and spending quality time with his wife Kendra and 2 children.