Chris has been helping clients achieve their financial planning goals since 2001 and became a Certified Financial Planner® (CFP®) professional in 2004. He obtained his Life license in 2001. His years of experience have enabled him to go beyond simply having the education required by his designation to a true understanding of the importance and value of comprehensive financial planning. Chris is not only knowledgeable and qualified; he also recognizes the need for building strong relationships with his clients. Trust and confidence in your financial planner is vital and Chris strives to create an experience that provides peace of mind along with an achievable financial plan. Over the last decade Chris has built his reputation as a Retirement, Estate, Insurance and Investment planner and his practice continues to grow almost exclusively through client referrals.
Chris works with his clients to determine their current financial situation and to identify their goals, objectives and priorities. He uses this information to provide recommendations and a well-designed strategy. Chris then assists them in implementing the plan and provides ongoing reviews and revisions of the plans as circumstances require. Chris’ comprehensive plans include retirement and estate planning, business succession, Insurance (both life and living benefits), tax minimization and health and dental benefits. As he deals with a broad group of subjects, he always takes into consideration the impact a recommendation in one area could have in another.
Chris definitely keeps himself busy with work but when he does take some free time it is usually spent outdoors on the golf course, ski slopes or the beach. Chris is a supporter of Athletes in Action, a member of the Surrey Board of Trade, an Advocis member and an active citizen in his White Rock community. In 2012 he was the recipient of Complete Brokerage Services “Business Growth” award.
Direct: 604-542-4298 ext. 102
Jen’s role is to provide administrative support to Chris Singer. In addition to general administrative duties, her responsibilities include tracking account activity, preparing presentation and communication materials, scheduling of meetings and, of course, communication with clients. Over the last several years Jen has enjoyed taking care of the details for Chris and building her own relationships with his clients.