Christopher Warner

Consultant / Advisor chez Nicola Wealth Management Ltd. (Private Equity)

Profil

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).

Postes actifs de Christopher Warner

Sociétés	Poste	Début
Nicola Wealth Management Ltd. (Private Equity)	Consultant / Advisor	-