Chris has been helping clients plan rewarding financial futures for more than 39 years. He began his career as an Investment Advisor with Wood Gundy in the years before it was purchased by CIBC, and then moved to Levesque Beaubien (later renamed National Bank Financial), where he was a Senior Advisor for over 18 years. Chris is a Certified Financial Planner and holds the Certified Investment Manager designation. He also holds designations as both a Chartered Professional Accountant and a Certified Management Accountant, which gives him an enriched understanding of corporate financial management. In addition, he is a Business Administration graduate from Ryerson Polytechnical Institute. His professional qualifications combined with nearly 4 decades of industry experience distinguish Chris from most Investment Advisors. As a registered Portfolio Manager, Chris offers clients the many benefits of our customized discretionary portfolio management service. His community involvement has included service as a member of the Management Committee for the Grand River Chapter of the Society of Management Accountants of Ontario, and he is a current member of the Financial Planning Standards Council of Canada.
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.