Kris became a registered representative in February 2017. Kris is licensed by the Mutual Fund Dealers Association.
I started my career in the fall of 1983. During those years I worked with my clients to help them achieve their personal financial goals.
I began my career in the spring of 2019. I use my knowledge gained from my university degree in finance and economics along with generational information passed down from my grandfather who started the company and my father who currently manages it.
From purchasing your first home to planning your retirement, it helps to have a roadmap in place to get you where your want to be.
I have been a Mutual Fund Representative since July 1987, prior to that I was in the administrative field in the military for 21 years. I started my new career with Tax Advantages and when they closed their office in Ottawa I moved to Professional Investments. In the early years I did many reti
Serving Ottawa, Orleans & Eastern Ontario regions since 2004.
Started my career as a Mutual Funds Advisor 2015 I support clients by navigating the financial world and developing long term plans with clients to achieve their retirement and saving goals.
Also, as the compliance officer for Professional Investments my role is to ensure that our company complies with our outside regulatory and internal policies and bylaws.
Having been an advisor since 1986 I have had the great pleasure of guiding many families through the financial changes that occur over a life time.