People like to ask, what makes you unique? One important thing about me is I’m not a set it and forget it advisor. At the end of 2021 I repositioned my own investments to be very defensive and disclosed this to my clients. I didn’t know what 2022 would hold but it turns out it was the worst year ever for the 60/40 investment portfolio. The vast majority of my clients followed me and did not experience the same pain the average investor was enduring.
Are you an affluent investor looking for an excellent advisor to help you grow and manage your wealth with less stress? Is it important to you that your advisor has strong – independent - critical thinking? Are you thinking about how to maximize the impact your legacy will have on your family, loved ones, and charitable causes you care about?
- If you have over 1 million to invest and are looking to delegate to an advisor whom you can trust, I would love to have a no obligation meeting with you.
- If you would rather control who you give your money to then see it go to the CRA, we should talk.
- If you want to invest in blockchain but don’t know where to start, you should reach out.
- If you are looking to set up a donor advised fund (funds segregated for charitable donations), I can help you.
Imagine sighing with relief when you realize you have found an advisor of a similar mind. Someone you can finally delegate to, freeing your time for your own passions.
I hired an independent third party to conduct a client survey of my clients. The results included:
- 96% of clients rating satisfied or better (87% very satisfied)
- 87% of clients believe they have a clear plan in place to reach their financial goals
- 89% of clients are satisfied with their long-term investment returns
What my clients are saying...
I think of my clients as family. Here are what some people who have worked with me have to say:
"Chris is one in one hundred million. He has a brilliant mind and is helping people generate real wealth. He understands the financial system in a way few do. He is listening and thinking deeply and as a result he acts differently. You need to seriously investigate working with this guy!"
~ Ed Rush
Author of God Talks
"Chris is a man of integrity and excellence. If you are looking for someone you can trust to help you grow and protect your wealth you need look no further."
~ James F.
Certified Professional Accountant
“Chris's innate financial acumen is a passion well-honed by an ongoing commitment to excellence. When I began working with Chris, I experienced his commitment to discerning my particular scenario and preferences, and what would best serve the goals we set together. He recommended holding my money out of the market for over a year, and in so doing, prevented my life savings from dropping about a quarter in value out of the gates! I haven't lacked for gains. Chris has proven himself attentive, proactive and trustworthy in handling my account. He translates financial 'language' and its complexities patiently and clearly. I'm truly at peace with entrusting my retirement savings to his oversight, and so am freed to focus on the other things. I'm genuinely grateful to work with him.”
~ Melody G.
“I wanted an advisor I could trust and one who could help me navigate crypto investments. Chris is definitely that guy! He came highly recommended but has exceeded my expectations. I can trust his expertise, freeing my time to pursue my own passions. I’m thrilled to work with him and would highly endorse him to others.”
~ Gary D.
“I’m very pleased with my experience working with Chris. He has a sharp eye and continually brings ideas to add value. Our whole family has come to trust Chris’ expertise. We have 3 generations in our family partnered with Chris. Our experience has been fantastic. I have suffered less losses and captured greater gains over the last several years than I would have expected. I would happily recommend Chris to others to help protect their families’ finances and legacy.”
~ Rick B.
“I was happy with my last advisor, when God told me to move my assets, I honestly didn’t really want to go through what I thought would be a lot of effort. Well, I did move some of my investments, and Chris took care of all the heavy lifting. Over time as Chris gained my trust, I entrusted him with my life savings. I’m so glad that I moved to Chris. Chris knows his stuff and the results speak for themselves. I’m much further ahead than if I had ignored God’s direction.”
~ Casey V.
“I’ve worked with several advisors over the years and Chris has distinguished himself in a wonderful way. He has taken time to get to know me and to understand what matters to me. I feel the strategy he has helped craft for me balances my desire to grow my assets while simultaneously guarding against potential risks. I’ve found Chris to be trustworthy and his expertise has helped give me peace of mind knowing my family will be well provided for.”
~ Randi N.
“My husband and I have worked with Chris for several years. I know that God led us to work with him. We have found Chris to provide a level of attention and care that has been unmatched in our several decades of saving. Chris helped craft a financial plan for us and has provided guidance and peace of mind over the years. The financial results have been wonderful but perhaps equal to that, we have felt very cared for. We wholeheartedly recommend Chris to others who are looking for someone to help guide them through their retirement years.”
~ Olive B.
“I’ve worked with Chris for over seven years. He has walked with me through significant life events. He has demonstrated a high degree of care and attention managing my investments. He has worked to include my children to keep them informed. I’ve been very pleased and am happy to recommend him to others.”
~ Ray S.
“When I came to Chris I had life insurance but I didn’t know if I had enough or maybe even too much. Chris worked with me to map out what I needed and then found a way to help me obtain the coverage I needed (which was more than what I had), but for less money than I was paying at the time. I was so impressed I’ve been recommending him to friends for their insurance needs ever since.”
~ Ash R.
“Recently we sold land and as a result found ourselves with a significant tax bill. Chris proactively worked with us to help us take advantage of a highly unique strategy to greatly reduce our tax liability. The savings were astonishing.”
~ Corinne D.
“After a full career in law enforcement I wanted a financial advisor whom I could trust implicitly. I’ve worked with a few advisors over the years but Chris is the guy who earned my trust. He has watched my portfolio closely and hasn’t shied away from bold calls which with the benefit of hindsight have yielded awesome results.”
~ Wally H.
“Chris is an out of the box thinker. He has delivered solid long term investment results. He is a man of great character. These are three of the reasons I appreciate working with him.”
~ Gary C.
“I chose Chris as my advisor because he is excellent and a beacon of integrity. Our partnership has been nothing short of delightful. Chris doesn't miss a beat; he's always on the ball, tweaking and tuning my portfolio. It's clear he's got my back. For anyone in search of a top-notch advisor, Chris is your go-to guy!"
~ David S.
“I know Chris to excel at whatever he pursues. He has helped manage my family’s retirement and savings accounts. My only regret is not starting a professional relationship earlier. He has greatly distinguished himself from our previous financial advisor. I know he actively monitors our investments so that I can focus my energy elsewhere. His attention to detail and passion have been greatly appreciated.”
~ Phil J.
““When I wanted someone to help my family navigate investing, particularly crypto there was no one else I would turn to. Chris demonstrates a passion for finance that is very rare. The results he has helped me to achieve in crypto have been far more than I could have dreamed of doing on my own. At one point, had I been on my own, I’d likely have been at best break even and at worst wiped out. Instead due to Chris’ guidance I was up many times over. Thank you Chris the result have been life changing.”
~ Charis R.
Professional History
- 2008 – completed professional courses for trading stock and currency
- 2013 - licenced as a registered representative to sell securities
- 2015 - Financial Management post-graduate certification from Cornell University
- 2016 – MBA with focus on finance
- 2017 – My passion for Bitcoin began and have accrued over 1000 hours researching the blockchain space and how it can fit into traditional investment portfolios
Why should this be important to you? I have enough experience to help you avoid many pitfalls. I have enough passion that I’m constantly learning and evolving with the markets.
If you would like to set up a free no obligation meeting please use this link to schedule a web meeting together.