Chris entered the financial services industry in 2007 with a National Firm. He earned his Chartered Health Specialist (CHS) designation in 2013 followed by his Certified Financial Planner (CFP®) designation in 2014. Chris uses his background and knowledge in the financial and insurance industry to help business owners, professionals, successful individuals, and families across multiple provinces achieve their financial and estate planning goals. Chris also is the National Insurance Manager for our sister Company Harbourfront Estate Planning Services and on the board of directors for our charitable foundation Harbourfront Gives

Chris holds an MBA  from the Australian Institute of Business, a Bachelor of Chemistry, and a Bachelor of Education from the University of Saskatchewan.

The first meeting with Chris is “just coffee” as he puts it, providing you and him an opportunity to get to know each other. His clients love his ability to make complex topics simple, and understandable.

In his spare time, Chris and his family can be found travelling and exploring the many local and unique restaurants along the way.