Chris graduated from Grant MacEwan College in 1998 with a degree in Management Studies and immediately entered the investment industry, initially working with Desjardins Financial Security. In 2000, Chris started Forward Thinking Financial Services Inc. to provide his clients with objective life & health insurance and financial planning options. 

In 2001 Chris transitioned his investment practice over to Manulife Securities, where he has remained since. 

Chris completed his CFP (Certified Financial Planner) designation in January 2004. To learn more about the CFP designation, please click HERE.

Specializing in financial planning for families and small business owners in Alberta, Chris will develop and implement a timely, flexible and accessible financial plan. This planning process will help clients achieve life goals such as planning for retirement, children’s education, and buying or selling a business. Chris also aids clients with choosing the right insurance coverage for a wide variety of life’s events.

Chris prides himself as being the “go-to” resource for clients when they have questions regarding any aspect of their financial situation. He creates and maintains a professional network of accountants, lawyers and other financial professionals to assist in providing top-notch services for clients. See the Professional Network page for more information.

Click HERE to view my welcome video on YouTube.

Chris graduated from Grant MacEwan College in 1998 with a degree in Management Studies and immediately entered the investment industry, initially working with Desjardins Financial Security. In 2000, Chris started Forward Thinking Financial Services Inc. to provide his clients with objective life & health insurance and financial planning options. 

In 2001 Chris transitioned his investment practice over to Manulife Securities, where he has remained since. 

Chris completed his CFP (Certified Financial Planner) designation in January 2004. To learn more about the CFP designation, please click HERE.

Specializing in financial planning for families and small business owners in Alberta, Chris will develop and implement a timely, flexible and accessible financial plan. This planning process will help clients achieve life goals such as planning for retirement, children’s education, and buying or selling a business. Chris also aids clients with choosing the right insurance coverage for a wide variety of life’s events.

Chris prides himself as being the “go-to” resource for clients when they have questions regarding any aspect of their financial situation. He creates and maintains a professional network of accountants, lawyers and other financial professionals to assist in providing top-notch services for clients. See the Professional Network page for more information.

Click HERE to view my welcome video on YouTube.

• The client is #1. My business is to assist you in identifying your financial needs and goals, and work with you to develop a solid planning strategy.

• My business is built on trust and respect. The client must trust the advice and planning options presented in order to work with me. The reverse must also be true for me to begin the detailed process of developing a financial and/or succession plan.

• Confidentiality and privacy of the information entrusted to me is of utmost importance. I guarantee that if anyone else hears about the discussions we've had, it is because you've told them yourself!

• I work with my clients to develop the best solution for their circumstances and unique situations. In many cases the best solution involves a decision between the lowest cost and the best features. My commitment to you is to provide you with solid financial advice unique to your situation.

• Integrity is absolutely necessary to a successful business relationship. I provide my clients with accurate and concise data relevant to them. All reports, summaries and other information requested will be presented in a manner that is easy to understand and accurately reflects the data requested.

• Part of my commitment to outstanding service involves continued education and personal development within the financial services industry. This involves training courses and related designations, seminars and networking. All of this is done to ensure that the most up-to-date products and services are available to my clients.

• People learn in different ways. All financial planning solutions are designed for pure client understanding. My goal is 100% understanding by every client I work with.

• Full disclosure of all information pertinent to the plans I design with our clients is necessary. Clients will be advised of costs, fees, charges, etc. before they agree to the recommended solution. My promise to you is to always provide both the advantages and disadvantages to the products and services I recommend.

• Regular contact is mandatory for the planner and the client alike. I will provide periodic updates and reviews of all accounts at least quarterly. When a new idea comes to my attention I will present it to you. In return, you must inform me of any changes that affect the outcome of your long-term financial goals.

• I strive to be as available as possible to my clients. All calls, faxes and e-mails will be returned within 24 hours. 

• The client is #1. My business is to assist you in identifying your financial needs and goals, and work with you to develop a solid planning strategy.

• My business is built on trust and respect. The client must trust the advice and planning options presented in order to work with me. The reverse must also be true for me to begin the detailed process of developing a financial and/or succession plan.

• Confidentiality and privacy of the information entrusted to me is of utmost importance. I guarantee that if anyone else hears about the discussions we've had, it is because you've told them yourself!

• I work with my clients to develop the best solution for their circumstances and unique situations. In many cases the best solution involves a decision between the lowest cost and the best features. My commitment to you is to provide you with solid financial advice unique to your situation.

• Integrity is absolutely necessary to a successful business relationship. I provide my clients with accurate and concise data relevant to them. All reports, summaries and other information requested will be presented in a manner that is easy to understand and accurately reflects the data requested.

• Part of my commitment to outstanding service involves continued education and personal development within the financial services industry. This involves training courses and related designations, seminars and networking. All of this is done to ensure that the most up-to-date products and services are available to my clients.

• People learn in different ways. All financial planning solutions are designed for pure client understanding. My goal is 100% understanding by every client I work with.

• Full disclosure of all information pertinent to the plans I design with our clients is necessary. Clients will be advised of costs, fees, charges, etc. before they agree to the recommended solution. My promise to you is to always provide both the advantages and disadvantages to the products and services I recommend.

• Regular contact is mandatory for the planner and the client alike. I will provide periodic updates and reviews of all accounts at least quarterly. When a new idea comes to my attention I will present it to you. In return, you must inform me of any changes that affect the outcome of your long-term financial goals.

• I strive to be as available as possible to my clients. All calls, faxes and e-mails will be returned within 24 hours.