Chris Kuflik · Associate Director, Wealth Management & Wealth Advisor
The son of two educators, Chris has spent a lifetime focusing and achieving, first as a student-athlete and then as an entrepreneur. He started his first company at 18 and in his early twenties became the managing partner of a 2 million dollar business. Chris has been investing for others and himself since 1985. He has been a featured speaker for The Montreal Gazette and prides himself on educating investors to help them make informed decisions. An active community supporter, Chris lives in Montreal with his wife and two children.
Chris’s disciplined focus on your long-term wealth preservation and creation is enhanced by our prompt client service and accessibility.
Linda Murphy · Administrative Associate
Linda offers over 25 years of industry experience. She is responsible for ensuring a positive client experience through her responsibilities which include managing all reception functions; opening accounts; maintaining client files; responding to client questions regarding account administration; updating the client database and trading.
Pierre Renaud · Senior Financial Planner
Pierre
earned his Bachelor of Science and his Masters in Business
Administration with a specialization in financial services from UQAM.
He has his designation from the Institut québécois de planification
financière and has completed the Professional Financial Planning Course
from the CSI. He is also a Fellow of the Canadian Bankers Institute.
Pierre has extensive experience in providing financial planning advice
to clients with complex and sophisticated needs and goals. He draws on
the breadth of expertise that he has developed over his 19 years in the
financial sector.
Natalie Kataroyan · Insurance Consultant
Natalie has been working in the financial sector for over 10 years. She obtained her bachelor degree in Finance, her certificate in Financial Planning and her Fellow from The Canadian Securities Institute. Having worked for two renowned Canadian firms, Natalie has a solid knowledge of the industry.
Ange Bedrossian · Senior Will & Estate Planner
Ange has been working in the financial industry since 1966. She holds the Specialist,Trust Institute diploma, through the Institute of Canadian Bankers and is a member of the Society for Trust and Estate Practitioners. With her many years of experience in the field, Ange provides advice and guidance to clients for their Will and Estate planning strategies.
|