Investment Approach

Professional Wealth Management is an all encompassing approach to drive you and your family in achieving your goals in life. This gives you the confidence in making sound financial decisions and the freedom to live life the way you want.

Chris's tailored Investment Policy Statement and Financial Plan will provide a clear roadmap for your future by addressing all aspects of your financial situation depending on which life stage you are in. Chris will guide you through the process and help you realise your personal aspirations.

Guiding you through each stage in life………..




Stage 1 - Accumulating Wealth  - Growing Assets

Develop strategies to achieve your key financial objectives, including planning for retirement, funding a family member's education or preparing for a major purchase.

Stage 2 - Protecting Wealth - Managing Risk

• Manage risk to protect your financial well-being.
• Provide peace of mind, maintain your independence, enhance your lifestyle, and preserve family harmony.

Stage 3 - Converting Wealth - Creating an Income Stream

• Find ways to reduce annual taxes and maximize your after-tax retirement income.
• Determine which types of income to use and how to best utilize your assets.

Stage 4 - Transferring Wealth - Creating a Legacy

• Plan your estate in conjunction with your other professional advisors.
• Help create your legacy for family and charity, while addressing tax obligations and debts.

Chris's individual style he believes is unique . As his core belief, he believes in working to a plan, which keeps him on track, which means it keeps YOU on track. This means that his time is focused on your overall financial situation and coordinating the necessary expertise where needed to protect and maximize your wealth. 

When it comes down to the actual day to day investing of your hard earned savings and bearing in mind the amount of time required in doing this, he believes that full time professional money management is justified. Accordingly he will place you with the best and the brightest in this area of expertise and walk along side you while he tends to your overall financial requirements from retirement and estate planning to banking and insurance needs.

Chris is not a stock picker nor does he chase the best monthly returns, instead, his clients' portfolios are managed by a team of professionals on a daily basis for the long term with Chris as your financial co-ordinator.

Chris's Investment Philosophy is centred around portfolio diversification and buying quality. This is achieved by using a disciplined approach towards asset allocation, portfolio globalization and money manager selection.

This approach is simple and straight forward, yet difficult to implement and maintain. The key is sticking to a disciplined strategy through thick and thin. With Chris's guidance backed by the powerhouse of RBC's Investment research teams your investment portfolios will be placed in the best possible position to deliver on expectations.