Meet The Team

Vice President & Investment Advisor

Chris focuses on portfolio construction and management for high-net-worth individuals, corporations & estates.  Chris takes pride in developing customized solutions that are aligned with the advice of all the family’s professional consultants and are based on proven fundamental investment disciplines.  These rigorous disciplines take full advantage of the depth of research provided at RBC Dominion Securities including quantitative, technical, & fundamental research.  In creating segregated portfolios, Chris focuses on a security-by-security basis such that a portfolio reflects an investor's evolving needs and ensures a continuous alignment to our strategy committee thoughts.  The portfolio design also dovetails with the overall financial plan and investment policy statement for the family.

Chris obtained his Bachelor of Commerce from the University of Victoria in 1996.  He is the recipient of the Financial Management Advisor (FMA) designation from the Canadian Securities Institute and is working towards his designation as an Associate Portfolio Manager.  Chris began his advisory career in 1994, and joined RBC Dominion Securities in 1999 where in his first three years he was recognized as a member of the Presidents Club.  As a further testament to the integrity and quality of his business practice, he has been a member of the firm’s Executive Council since 2006 which recognizes some of the firm's top Portfolio Managers and Investment Advisors.  Chris has also been recognized for his commitment and dedication to clients with being awarded the position of Vice President of RBC Dominion Securities in 2008.  In 2009, Chris earned the FCSI designation (Fellow of the Canadian Securities Institute) which is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsment from their peers and superiors.    

Chris & his wife Loriann live in Victoria with their two young sons and thoroughly enjoy what Victoria has to offer.  They enjoy participating in a number of activities including: golf, jogging, cycling, and hiking and also volunteer their time to organize and participate in various charitable events around Victoria. 

Lynn Crowe, Associate

Lynn has over 22 years experience with the Royal Bank Financial Group.  She is a registered Investment Representative after having successfully completed both the Canadian Securities and Conduct and Practices Handbook courses and is currently enrolled in the Personal Financial Planner course offered through CSI.

Lynn provides administrative assistance to Chris Delorme on a daily basis.  She is committed to excellence in customer service and professionalism in office administration.

 

Bobby Kurz  B.Comm, Associate

Bobby has been with Dominion Securites for the past 3 years since graduating from Lakehead University in Thunder Bay ON.  He has a Bachelor of Commerce degree specializing in Finance and Information Systems. Bobby is also a Registered Investment Representative having successfully completed the Canadian Securities Course and Conduct & Practices Handbook course and is currently working towards his CIM and FMA designations.

Bobby supports Chris in the areas of operations management, trading, marketing and providing financial advice to clients.