Christopher's Here to Help You

As a qualified Private Wealth Advisor, Christopher is proficient in many aspects of wealth management, including:

• Investment management
• Retirement saving
• Retirement income planning
• Education saving
• Wealth protection
• Business succession planning
• Estate planning
• RRSPs, TFSAs, and RRIFs
• High-net worth portfolios

Work with a Qualified Expert

Christopher has over 15 years of experience in the financial services industry. His strong track record for success is backed by industry-recognized credentials and education. This includes accreditiation as Investment Advisor, a distinction earned only after completing an intensive national program that builds proficiency in all the critical aspects of wealth management. He's also a graduate from the University of Windsor and York University.

A Comprehensive Approach

Christopher's approach to managing your wealth is comprehensive, detailed, and disciplined. But more importantly, it's centered around you.

When you work with Christopher, he'll first take an in-depth review of your current situation to uncover what matters most. He'll discover what you want out of life, who depends on you, and what concerns you the most. He'll develop and document your personal wealth strategy which guides the building and managing of your portfolio. He'll develop a plan and identify any elements that need special attention. Building from there, he can proactively anticipate what's next on your financial horizon.

Advice Appropriate for You

Whether you're just starting to build wealth, or already living off your retirement funds, Christopher's approach is both flexible and comprehensive, so he addresses the needs of your personal situation and provides advice that's right for you. He will:

• Discover your goals and net wealth
• Define your strategy
• Develop plans and set priorities
• Manage and protect personal wealth
• Monitor and report on progress
• Anticipate and adjust to changes

Access to a Wealth Team

Christopher is a member of Connect First Wealth's team of highly qualified wealth professionals, each with their own speciality. Depending on your own situation, Christopher may consult with other team members or even other specialists within our community. It's just part of the service that we offer to clients and members who have more complex, specialized needs requiring a fully-integrated wealth plan.