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Chris has been our financial advisor for close to 5 years. There are many qualities in Chris that made our decision to leave our previous advisor an easy one. He is professional and exceptionally client driven. His knowledge of the industry is current both from a tax planning and an investment point of view and we benefit from his guidance. What perhaps sets Chris apart from other planners we have worked with is his personal attention to our questions, meetings and follow-up – he is exceptional!
— Craig P. Halifax, NS
We need a financial advisor who we can trust, who is approachable, and listens to what our goals are. Chris has fulfilled all of those qualifications. He has helped us with not just investments, but our entire spectrum of financial needs including insurance, preparing for the funding of our child’s education and setting up a family trust. With Chris’s help we feel that we have prepared ourselves for the future.
— Nancy M. Pharmacist Yarmouth, NS