Chris has been helping clients plan rewarding financial futures for more than 39 years. He holds designations as a Chartered Professional Accountant (CPA), a Certified Management Accountant (CMA), a Chartered Investment Manager (CIM) as well as being a CERTIFIED FINANCIAL PLANNER® professional (CFP®). As a registered Portfolio Manager, Chris offers clients the many benefits of our customized discretionary portfolio management service. Combining his professional qualifications with extensive industry experience, Chris has earned the trust of clients for nearly 4 decades.
Don’s industry career spans 25 years and in 2012 he joined the team with Chris Housepian in order to provide his clients with access to a more customized approach to discretionary portfolio management. Don holds a Master of Business Administration and Bachelor of Business Administration from York University. He is a Certified Financial Planner and holds the Certified Investment Manager designation. He also has his Level II life insurance and disability insurance licenses.
David is responsible for maintaining client accounts and managing daily administration. He graduated with a BA in Economics from Wilfrid Laurier University and began his career in the industry in 1999. David worked with Chris previously as his Sales Assistant at National Bank Financial and joined Chris in making the transition to one of our predecessor firms. Here he continues to assist Chris in providing clients with the high standard of personalized service to which they have become accustomed.