Chris Wheeler’s unique experience has included many sides of the investment business. Prior to working with individual clients, he operated as part of an institutional sales team, and also gained experience from working as an analyst in a Corporate Finance group evaluating high technology companies. This has given Chris a well-rounded understanding of the investment process, to the benefit of his clients.
Before entering the investment industry, Chris worked for 20 years in the computer industry, in systems, sales and management capacities. This included a period of 7 years as a successful business owner/manager, and this entrepreneurial experience gives him empathy for the special needs of small business owners.
Chris has an Honours degree in Pure Mathematics from the University of Sussex, England. He is fully licensed to provide the full range of investments, as well as Insurance products. He has given public talks and seminars, and formerly served on the Board of Directors of a charitable agency.
From Chris’s particular interest in statistics and demographics, he has developed a special expertise concerning factors affecting Retirement and Life Expectancy. The whole topic of retirement, including the range of options available to enable customization of one’s retirement and the impact of investment strategy, is an area in which he can offer invaluable advice.
Chris is a trusted, experienced Investment Advisor to individuals and families, as well as for small businesses, estates and other special situations. He currently advises on, and manages portfolios for a range of investors and understands that each investor’s needs, objectives and capacity for risk are different. Investment planning should reflect that uniqueness. In addition, he understands that preservation of capital is of paramount concern and can be best obtained with a well-structured, diversified portfolio.
The process of working with an advisor usually begins with a complete review of your current and future life objectives. Goals, objectives and capacity for risk vary by individual and change through the various stages of life. These factors drive decisions made in managing your investments and Chris’s experience can be of great benefit.
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