Chris Annett, Chs

Chris Annett, Chs Email and Phone Number

Principal, Corporate Planner @ WhiteWater Financial
Chris Annett, Chs's Location
Waterloo, Ontario, Canada, Canada
Chris Annett, Chs's Contact Details

Chris Annett, Chs phone numbers

About Chris Annett, Chs

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

Chris Annett, Chs's Current Company Details
WhiteWater Financial

Whitewater Financial

View
Principal, Corporate Planner
Chris Annett, Chs Work Experience Details
  • Whitewater Financial
    Principal, Corporate Planner
    Whitewater Financial Nov 2015 - Present
    Waterloo, On
    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… 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
  • Cowan Insurance Group
    Investment Funds Advisor
    Cowan Insurance Group Sep 2013 - Nov 2015
    705 Fountain Street N., Cambridge, On N1R 5T2
    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… 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
  • Worldsource Financial Management
    Investment Funds Advisor
    Worldsource Financial Management Sep 2013 - Nov 2015
    Mutual 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
  • Century Group Financial Solutions Inc.
    Vp, Business Development
    Century Group Financial Solutions Inc. May 1998 - Sep 2013

Chris Annett, Chs Skills

Strategic Financial Planning Investment Strategies Retirement Planning Key Person Insurance Business Continuation Planning Business Succession Planning Sales Management Leadership Training Public Speaking Customer Service Financial Planning Insurance Investments Strategic Planning Succession Planning Wealth Management Risk Management Financial Services Finance

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.