Chris has been in the Financial Planning and Investment business since joining The Equion Group in 1992, and now is responsible for more than $150 million on behalf of about 100 families.
Certified Financial Planner: Chris is authorized by the Financial Planners Standards Council to use the designation CFP, having met the qualifications and post-qualification standards of the Council since 1996.
Registered Financial Planner: Chris is also authorized by the Institute of Advanced Financial Planners to use the designation RFP, having met the qualifications continuously since 1993.
Prior to joining The Equion Group in 1992, Chris was Canadian Treasury Manager for Digital Equipment, a Fortune 50 company, where one of his responsibilities was Chair of the Investment Committee for the $60 million Canadian Pension Fund.
Master of Business Administration (MBA) from University of Western Ontario (now Ivey School of Business at Western), 1985.
Began his investment industry career in 1980 at Pitfield Mackay Ross, a national stock brokerage firm, in Vancouver where Chris was a ‘sales trainee’.