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Why did I decide to be a financial planner?

Updated: May 28



As a successful former medium sized manufacturing company business owner Chris is ideally situated to offer financial advice to everyone in Ontario and business owners. As a financial planner he enjoys putting his knowledge to work for his clients and helping them achieve financial independence.


Chris focuses on a client centered practice and always puts the customer's interests first. Aligning the client's goals and values with professional, accurate and honest financial advice leads to a winning situation, peace of mind and more free time for our clients.


Chris also has a reliable network of professionals to refer clients to as required and our past clients tell us that we are honest, trustworthy and easy to work with!

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