"Early on in my career, I have noticed that there are many different solutions available to clients. What I have also noticed is the lack of education given to them either from their advisors or in the marketing material. I take pride in the fact that in my business, I educate my clients on the information, including the risks and rewards, of the products by working with their business professionals."
Chris is a Senior Financial Advisor at Oaktree Wealth Strategies. He specializes in working with business owners and medical professionals to build tax efficiency and wealth generation through education and proper planning. At Oaktree Wealth Strategies, his focus is to manage risk, reduce tax, increase retirement income, and maximize wealth transfer for business owners, professionals, and families. Chris is a fully licensed Canadian Exempt Market Dealing Representative. Prior to Oaktree, Chris was a branch manager at Pinnacle Wealth Brokers.