Our team puts an enormous amount of time, energy, and resources into research to build our clients strong investment portfolios and plans. Just as you go to the dentist regularly to maintain your dental health, we put your investment portfolios on a review schedule to keep them healthy and up to date. No hidden fees or charges. Integrity in all facets of our work with clients is our top priority. We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.
Learn more about us. Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs. See how we can help. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources. Check out our financial resources. Contact us today to get started. As a Senior Investment Advisor, Chris works with business owners, professionals and retirees to achieve their financial goals. Specializing in retirement transitions, generating tax-efficient income, and guidance on structuring your estate in the best possible way, he is dedicated to dealing with every aspect of his client's financial situation.
For over 20 years, Christopher has been helping clients achieve their financial goals. Upon returning to Canada, Christopher took a position with an investment management firm in Toronto. During his time there he worked directly with Financial and Investment Advisors across Canada. In he followed his passion of helping business owners, professionals, and families directly as a Financial Advisor. Away from the office, Christopher is an avid outdoorsman.
He shares this passion with his wife, Christine, their daughter Isla, and their 4dogs. His exposure to the constant decay of wealth which took place within the self-directed brokerage led to a keen interest in behavioral finance and financial advisory. Out of the office, Steven enjoys any activity that gets him outdoors. Christine joined the financial services industry in and has worked at both large and boutique Canadian fund companies in positions of customer service to Vice President of Sales.
She is passionate about customer service and experience. When not in the office you can find her training and teaching dogs for agility and dog sports. Linda is administrative support to provide a positive client experience. Linda enjoys working in the financial profession and looks forward to growing and learning with the whole team at Manulife Wealth Inc..
