With 18 years of financial experience, Ernest understands the importance of strong client relationships and educating clients on a well-rounded approach to their wealth. With grassroots in insurance planning, his primary focus is to provide a holistic approach to your Financial Plan. Ernest will work closely with you as he builds an understanding of your unique perspective and wealth management goals. Ernest is a Certified Financial Planner, shepherding his focus to develop a plan that’s customized to fit the objectives you want to achieve now and in the future. Drawing on Ernest’s entrepreneurial spirit, his approach is best suited to professionals, entrepreneurs and retirees.
Great Service. Timeliness. Personability. These are just some of the values Chris truly believes makes a great Associate Investment Advisor. Chris believes in a bottom up approach to your investment planning; recognizing that financial security is not an end in itself, but the means to an end. Chris joined Wyder Wealth Counsel in 2014, focussing on client service and portfolio analytics. Prior to joining Wyder Richards Wealth, Chris spent four years in banking working with a Credit Union that held member service to the highest regard. Chris is a Registered Representative with IIROC, allowing him to advise on securities, and options.
Ioana is a Mount Royal University alumna with a Bachelor in Business Administration. Ioana is quickly acquiring knowledge of every aspect of the industry; applying her passion, care, and dynamism every day to her role at Wyder Wealth Counsel. With seven years of customer service experience prior to joining the team, she has extensive skills in handling client concerns with diligence, attention to detail, and timeliness, ensuring long lasting rapport and trust.