Prior to joining Family Wealth Concepts in May, 2011, Chris was a Sales and Account Executive for 10 years. He has spent the past 5 years dedicated to working with a select group of clients to identify financial planning strategies to build wealth, reduce debt (or reposition debt to make it tax deductible) and incorporate insurance planning for protection and peace of mind. His primary focus is to design a customized program to help protect and grow the wealth of his clients. He does this by understanding their unique goals before mapping their personal situation, identifying opportunities and then maximizing the efficiency of their financial model.
In short, Chris is passionate about helping clients to identify, organize and uncover lost or undiscovered financial strategies that will help them to improve their financial situation and reduce financial loss.
He does this by using a holistic wealth planning system known as LEAP (Lifetime Economic Acceleration Process), a macro-economic modeling strategy that organizes every aspect of his clients’ lives. Like a financial guidance system, Chris uses powerful financial modelling software to position income and assets and utilizes strategies targeted to improve performance and provide maximum protection. He also takes an active role in managing and rebalancing the wealth of his clients, and prefers to use annuities and segregated funds due to the guarantees and estate planning features these products provide.
Chris resides in Burlington with his wife, Natalie, and their four children.
