The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
Are you an accredited U.S. investor?
Chris is a Wealth Advisor based in Victoria, BC. He has a deep passion for financial planning which he channels, along with extensive experience and knowledge, to provide superlative outcomes for his clients.
Prior to joining Nicola Wealth, Chris spent over 7 years in senior advisory roles at a specialty wealth management firm dedicated exclusively to planning for Canadian Physicians and their families. He worked with the firm’s highest net worth, incorporated clients in developing sophisticated and comprehensive retirement and estate plans.
A “jack-of-all-trades,” over his career Chris has worked in investment & wealth management, mortgage lending, small business banking, and insurance. He first began work in a financial advisor capacity in 2008 (talk about a “trial by fire”). Chris holds the Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) designations. Chris is also a Fellow of the Canadian Securities Institute (FCSI).
Chris has many interests away from the office, including music (he plays guitar and piano), photography, psychology, volunteering, and tennis. His favourite use of his limited spare time is hanging out with his wife, a busy doctor herself. They enjoy evenings out on the town, evenings at home with Netflix and takeout, or sunny days collecting sea glass at the beach.
Best concert ever attended?
The Tragically Hip’s farewell tour concert in Vancouver.
I can’t live without my…
French Press. I basically brew coffee to the strength of espresso in order to get going every morning.
Best book to read on a long flight?
Thinking Fast and Slow (Daniel Kahneman) – it’s a bit of a dense read but endlessly fascinating. And what else do you have to do on a plane?
Favourite restaurant in Victoria?
Tapa Bar or Il Covo Trattoria.