Chris Spielmann

Coordonnées du contact

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T :     780.408.1505
TC :  780.408.1501

Adresse

Manulife Place
Suite 2700
10180-101st Street
Edmonton, AB
Canada T5J 3S4

 

Investment Advisor

Endroit: Edmonton

Focus:

Chris is an Investment Advisor with a focus on individuals involved in building and preserving their wealth.

"I believe that the best investments that a client can make are ones that they have a good understanding of and are comfortable with. Some clients like very risky strategies while others prefer the tried and true, at Canaccord Financial we have all of the options that investors could want. I try to keep as up to date with not only the latest stock trends and ideas but also make an effort to keep on top of changing investment and corporate structures."

Financial Planning Services:

Financial planning is another area in which, with the help of Canaccord Financial, clients are going to receive best in class service. Chris will create financial plans that will provide a template for everything from Investment Policy Statements to Integrated Engagement Agreements.

"These plans give us a roadmap to the financial journey that I take with clients and are key in evaluating our progress towards end goals that are clearly spelled out."

Investment Philosophy and Background:

Chris' entire academic background was tailored towards the understanding of investment vehicles and markets.

"Because I approach investments and markets with a passion and enjoy making sense of the markets, I believe my clients are better informed and more lucid as to the risks and rewards of their current portfolio structure. I try and combine this with the utmost care and sensitivity to my clients, as I view them as friends who have entrusted me with their financial futures."