What clients say

Our experience with Chris Long has been very productive, educational, interesting, fun and warm. We have made money, learnt a lot about the stock market, participated constantly in a deep discussion of global economic trends, had lots of laughs and made a good friend.

– Gerardo D.

We have been dealing with Chris Long for about 15 years. We have found him to be very knowledgeable and patient, giving us time to process and understand investment information. He answers our questions and doesn't leave us feeling underinformed. He takes the time to customize investments to our needs and gives us options.

– Sue and Bob H.

I have always been very pleased and satisfied with Chris's work and results. He is very attentive to my financial needs. Chris closely follows market trends and conducts daily market analysis. He always explains the reasons behind recommendations in a manner that is very thorough and understandable. Perhaps best of all is how Chris is so approachable and easy to talk to.

– D.S., client since 1999.

Chris has been my financial advisor for over 15 years. He has exceeded my already high expectations. He took the time to learn what is important to me, what my financial goals are, and how I can achieve them.

– Susan R. P., client since 1999

We have had Chris as our personal advisor for over 17 years and have nothing but good things to say about him. Chris has taken the time to get to know my family and financial needs. We first started with Chris while he was with CIBC Imperial Service. Chris then migrated to CIBC Wood Gundy and finally to Raymond James.

– Charles and Suzanne G., Retired

I have had the pleasure of dealing with Chris as my financial advisor for the last 5 years. His many years of experience combined with professional designations means that he is extremely qualified to help his clients reach their customized financial goals. Chris has integrity and provides his clients with solid financial, tax planning, and investment advice. I would not hesitate to recommend Chris to my friends and colleagues. As a client, you can expect caring and efficient service from both Chris and his assistant Melissa.

– E. S.

Chris has been our financial advisor for over 15 years. We have always enjoyed working with Chris. He has a friendly, easy manner and a wealth of knowledge and expertise to dispense sound financial advice through the ups and downs of the market.

Chris was instrumental in giving us the financial confidence to take the big leap into an early retirement. His proactive management of our nest-egg over the years realized healthy growth within a diversified, secure and tax-efficient portfolio. This put us at ease knowing that we can achieve and maintain the retirement lifestyle we have desired.

We consider Chris to be a friend and trusted advisor who always has our financial interest at heart. Because of this, we have recommended him without hesitation to family and friends.

– Brian and Francine

We met Chris in 1999 when he proposed some simple improvements to our bank investments that made a difference. Chris always recommended the best funds available without any bias. From there he took over our growing portfolio and we have followed him as he moved to new investment companies.

Chris has provided sound financial advice to us through the many market conditions and family events that we have experienced. He has very broad experience and credentials in the financial investments. Chris has been open to our suggestions and adjusted our investment strategy accordingly, aiming for tax efficiency as well as dynamic returns. We have benefited not only from the diversity of his knowledge but also from his list of funds that have worked for his large clientele. This has supplied new ideas for investment opportunities.

With his solid financial, tax planning and investment advice, we would highly recommend his services to others.

– C & G, clients since 1999