Chris Annett, Chs phone numbers
As a Principal of WhiteWater Financial, I specialize in helping business owners and affluent families build and protect their wealth. I provide clients with proven financial strategies to address their estate, insurance planning, risk management and portfolio needs. We work closely with a network of professional advisors to ensure that our clients achieve their financial goals. We help clients with: - Financial clarity in their personal and business finances. - Tax minimization through integrated financial planning and corporate restructuring and insurance strategies. - Tax-efficient retirement and investment planning.- Leaving a legacy that will last generations. Contact Info: chris@wwfgroup.ca Website: whitewaterfinancial.ca
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Principal, Corporate PlannerWhitewater Financial Nov 2015 - PresentWaterloo, OnRyan Stover and I founded WhiteWater Financial in November 2015, bringing with us anextensive background in wealth management and corporate planning.I have been recognized as one of the top advisors for one of Canada’s largest insurancecompanies specializing in risk management, wealth management, and financialplanning.I help business owners and their families with:- Corporate life, critical illness insurance- Buy-Sell life insurance- Key person… Show more Ryan Stover and I founded WhiteWater Financial in November 2015, bringing with us anextensive background in wealth management and corporate planning.I have been recognized as one of the top advisors for one of Canada’s largest insurancecompanies specializing in risk management, wealth management, and financialplanning.I help business owners and their families with:- Corporate life, critical illness insurance- Buy-Sell life insurance- Key person insurance- Estate planning- Executive compensation including individual pension plans, split-dollar criticalillness- Tax-efficient investing Show less -
Investment Funds AdvisorCowan Insurance Group Sep 2013 - Nov 2015705 Fountain Street N., Cambridge, On N1R 5T2As Principal, Wealth Management, COWAN INFINITE™, Chris is accountable for the management of the insurance and wealth business, in support of Cowan Insurance Group’s overall strategic growth targets. Chris believes in offering clients financial solutions through a team approach, and is dedicated to working with clients in need of estate planning, corporate insurance planning, risk management and portfolio analysis solutions.Chris joined Cowan Insurance Group in 2013, bringing with him an… Show more As Principal, Wealth Management, COWAN INFINITE™, Chris is accountable for the management of the insurance and wealth business, in support of Cowan Insurance Group’s overall strategic growth targets. Chris believes in offering clients financial solutions through a team approach, and is dedicated to working with clients in need of estate planning, corporate insurance planning, risk management and portfolio analysis solutions.Chris joined Cowan Insurance Group in 2013, bringing with him an extensive background in wealth management, with over 17 years’ experience as a financial advisor. Before joining Cowan, Chris held the position of Vice President for Century Group Financial Solutions Inc. He is recognized as one of the top advisors for one of Canada’s largest insurance companies and is a sought-after national speaker on risk management, wealth management, and financial planning. Chris is a true believer in giving back, and actively looks for ways to contribute to the Waterloo Region. Show less -
Investment Funds AdvisorWorldsource Financial Management Sep 2013 - Nov 2015Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Cowan Financial Solutions -
Vp, Business DevelopmentCentury Group Financial Solutions Inc. May 1998 - Sep 2013
Chris Annett, Chs Skills
Frequently Asked Questions about Chris Annett, Chs
What company does Chris Annett, Chs work for?
Chris Annett, Chs works for Whitewater Financial
What is Chris Annett, Chs's role at the current company?
Chris Annett, Chs's current role is Principal, Corporate Planner.
What is Chris Annett, Chs's direct phone number?
Chris Annett, Chs's direct phone number is +151957*****
What are some of Chris Annett, Chs's interests?
Chris Annett, Chs has interest in Children, Economic Empowerment, Health.
What skills is Chris Annett, Chs known for?
Chris Annett, Chs has skills like Strategic Financial Planning, Investment Strategies, Retirement Planning, Key Person Insurance, Business Continuation Planning, Business Succession Planning, Sales, Management, Leadership, Training, Public Speaking, Customer Service.
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