Chris Long CFP®, FMA, CIM®, FCSI®, RIS Wealth Advisor

"Diversification" is a risk management technique that mixes a wide variety of investments within a portfolio. A portfolio constructed of different kinds of investments will, on average, yield higher returns and pose a lower risk than any individual investment found within the portfolio.

With more than 20 years of experience in the financial services industry, and four professional designations, Chris Long is uniquely qualified to assist clients in reaching their financial goals. Chris and his team offer a wide range of financial services for discerning clients.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

Estate Planning & Strategic Charitable Giving

Investment Strategies

Risk Management

Transferring Your Account

Investment Protection

Get to know Our Team

Chris Long
Chris Long, CFP®, FMA, CIM®, FCSI®, RIS
Senior Wealth Advisor
Hui Wang
Hui Wang
Wealth Advisor Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

Insights and Strategies

05/01/2024
Housing Crisis: Looking Back and Forward
Markets & Investing

2024 AMT Changes - Could You Be Impacted?

04/29/2024
April 26, 2024 update following the release of the 2024 Federal Budget.
Tax Planning

Quarterly Canadian Investment Strategy Outlook

04/25/2024
Watch our latest Client Insights webinar.
Markets & Investing

Talking Taxes

04/24/2024
Listen to our podcast with Sonya Dolguina. This podcast was recorded before the release of the 2024 federal budget and does not cover any details within it.
Tax Planning

April 2024: Getting Closer to Rate Cuts

04/22/2024
The first quarter of 2024 was much stronger than expected.
Markets & Investing

Planning for Changes to Taxation of Capital Gains

04/19/2024
The federal government has given Canadians 70 days’ notice to put their capital gains planning affairs in order.
Tax Planning

2024 Federal Budget Highlights

04/18/2024
On April 16, 2024, Deputy Prime Minister and Minister of Finance, Chrystia Freeland, presented the federal budget for the 2024-2025 fiscal year.
Tax Planning

Preparing for Retirement | Non-Financial Retirement Planning

04/15/2024
Listen to our podcast with Susan Latremoille.
Retirement & Estate Planning

Think you do not have a trust filing requirement? . . . Think again!

04/01/2024
After several years of delays, the new trust filing requirements will finally begin for tax years ending after December 30, 2023.
Tax Planning

Insights and Strategies

04/01/2024
This month we look at the housing market in Canada, and specifically how interest rate hikes have put pressure on affordability, adding to inflation pressures.
Markets & Investing
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