Chris joined Raymond James in March 2017.
Chris is responsible for preparing company-specific research reports, developing actionable investment ideas, and managing the trading operations for all clients. He assists in building investment portfolios with an asset allocation that is unique to a client’s financial goals and risk tolerance.
Chris is an alumnus of the University of Toronto having graduated with an Honours Bachelor of Arts degree (Economics). Licensed as a Registered Representative, he is qualified to trade equities, bonds, and mutual funds. When Chris is not closely following and analyzing the capital markets, he is spending time outdoors hiking trails or listening to his favorite jazz records. On weekends, he enjoys watching a good game of English football.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.