As a full-service Investment Advisor, Chris provides advice on investment strategy, asset allocation and specific security selection for individual and family portfolios.

It is important to develop a customized investment strategy, matching expectations with what is realistic and comfortable for you in terms of risk. Chris often works in collaboration with a wide range of professionals in the legal, accounting, estates & trusts and financial planning fields to meet his clients’ specific needs and goals.

Investment Style

  • Analyzes client’s goals and objectives to match appropriate investment vehicles with risks and rewards, with emphasis on the preservation of assets.
  • Provides a full range of investment advice, with access to estate planning, insurance and conventional investment vehicles, including bonds and other income-generating assets.
  • Carefully studies individual equities from a “bottom-up” basis. Specializes in identifying growth opportunities from undervalued situations, new issues of shares and other means where appropriate.
  • Uses unique tools he has developed specifically in the Retirement, Pensions, Estates area, to assist individuals faced with planning decisions in these areas.
  • Conducts regular review meetings with clients to monitor objectives and performance

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