I am very pleased to have found Chris’s services at this point in my life. Transitioning from full-time employment to self-employment in my mid-50’s has required a complete revision in my financial plan and Chris has provided valuable advice throughout the process. In addition, Chris’s advice and stress on the importance of estate and will planning has also been very beneficial – as part of a blended family, Chris’s advice for estate planning in this kind of situation has been invaluable.
I have really appreciated Chris’s ability to address my specific needs as they change and his willingness to incorporate these into a strong and flexible retirement plan.
Margaret Easton ~ Consultant, Port Coquitlam, BC
I left my last financial institution because they were slow to return my calls and I didn’t feel like they cared. Christian takes time to walk me through my account, he is available for me when I need him and I feel that he actually cares about my goals and my accounts. I really do value his assistance and advice.
Patricia Leclair ~ Retired, Pender Island, BC
I have had the pleasure of working with Christian for several years. He is an extremely effective communicator -- one of those rare people who can cut through unnecessary detail to relay the key information. He takes extremely complicated ideas and concepts and render them understandable. Christian has a tremendous sense of humour and makes working together fun.
Claire Carver Dias ~ Consultant, Ontario
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