As leader of the Family Office team in Calgary, Chris brings over 15 years of experience in wealth management and professional services, assisting clients with every aspect of their wealth, including tax, estate and succession planning. He is committed to working with clients to identify opportunities and provide integrated advice that help them achieve their business, financial and personal wealth aspirations. His clients include business owners, enterprising families, successful executives, professionals, athletes and their families as well as established family offices.
Chris is a tax lawyer and has completed the CICA In-Depth Tax program. He has also completed his Trust and Estate Practitioners (TEP) and Family Enterprise Advisor (FEA) certifications.
Family Enterprise Advisor, FEA
Trust and Estate Practitioner, TEP
University of Calgary, Bachelor of Law
University of Calgary, Bachelor of Science