Chris Chung, PFP RIAC FCSI

Investment Advisor & Financial Planner
BMO Nesbitt Burns

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)

I challenge successful Canadian families to take action on what’s important to drive exceptional outcomes. In order to facilitate trusting relationships, I encourage frank discussions about lifestyle, current situations, and future financial goals.

Backed by my group’s knowledge and expertise, we work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests, and aspirations.

As your needs evolve, I will identify opportunities and recommend solutions so that you remain on track to achieve your goals.

Services Offered in RI
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
Minimum Account Size

$250,000+

Investor Type Dealt With

Individual

Type of License

IIROC

Provinces Licensed In
  • Alberta
  • British Columbia
  • Ontario
  • Saskatchewan