“Trusted Advice Extending Beyond the Investments”
Chris is a Senior Financial Advisor and one of the founding Partners with the Assante Hydrostone office in Halifax, Nova Scotia. He holds the CPCA designation and earned a Bachelor of Commerce Degree from Saint Mary’s University (1991).
Throughout his career, Chris has been a dedicated investment professional involved in the financial markets including institutional bond trading and sales, syndication, structured products, serving as CFO of an investment firm and holding financial advisory positions both for institutional and retail clients. He has founded, operated, and consulted with a number of businesses throughout his career. He is currently involved as an Owner or Partner in multiple businesses including M&A, financial advisory services and technology. He draws on this 25 years of experience on a daily basis to provide clarity and to chart a course for his professional and business owner clients in both personal and business matters. The role of financial quarterback or personal CFO providing financial solutions for wealth, income, succession, tax, wealth transfer, estate planning and financial planning challenges has been a natural fit and focus. He also finds time to write an investment column for Progress Magazine, an Atlantic Canadian business magazine.
He has co-lead an initiative in Nova Scotia focused in the renewable energy space which has raised a total of $16.85 million to fund the generation of clean sustainable energy.
Philanthropic interests include serving as Co-Chairman of the Motionball Marathon of Sport and Gala Fundraisers for the Special Olympics Canada Foundation in Halifax, NS.
Member of 2016 Chairman’s Council Elite – Assante Capital Management Ltd.
Born in Bridgewater, NS and now residing in Halifax, NS.