Associate Portfolio Manager
PWM Private Wealth Counsel, iA Private Wealth
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 help clients achieve what they have worked for and do so in the most tax-efficient way possible by utilizing the strategies laid out in their customized financial plan. Chris is a member of the PWM Investment Advisory Committee.
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 valuations. Chris is a licensed Investment Advisor and Associate Portfolio Manager, and is in the process of attaining his full Portfolio Manager’s accreditation. Chris serves as a Board Member and the Treasurer of his condo board, as well as Director Finance for the Dress for Success charitable organization.
Chris enjoys golfing, traveling, and spending quality time with his wife Kendra and 2 children.