Chris Schultz, Cfp®, Rrc

Chris Schultz, Cfp®, Rrc Email and Phone Number

Investment Advisor and Financial Planner @ iA Private Wealth
Duncan, BC, CA
Chris Schultz, Cfp®, Rrc's Location
Duncan, British Columbia, Canada, Canada
About Chris Schultz, Cfp®, Rrc

Located in downtown Duncan, at 211-80 Station Street, I am an Investment Advisor, Financial Planner and Registered Retirement Consultant (RRC). I provide comprehensive financial planning and investment advisory services for all stages in life. I help investors determine and achieve their financial goals, such as saving for higher education, retirement and estate planning. As an Investment Advisor and Financial Planner, I provide objective and unbiased advice. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

Chris Schultz, Cfp®, Rrc's Current Company Details
iA Private Wealth

Ia Private Wealth

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Investment Advisor and Financial Planner
Duncan, BC, CA
Website:
iavaleursmobilieres.ca
Chris Schultz, Cfp®, Rrc Work Experience Details
  • Ia Private Wealth
    Investment Advisor And Financial Planner
    Ia Private Wealth
    Duncan, Bc, Ca
    View
  • Ia Private Wealth
    Investment Advisor And Financial Planner
    Ia Private Wealth Aug 2014 - Present
    Duncan, Bc
    With over 20 years of experience and expertise, I work with my clients to determine their financial goals and provide customized plans to help them achieve their dreams. My practice is built on relationships. I take the time to get to know each client and build and monitor investment portfolios that are tailored to their needs, considering cash flow, tax implications, risk tolerance, estate planning and other factors.
    View
  • Holliswealth A Division Of Industrial Alliance
    Investment Advisor And Financial Planner
    Holliswealth A Division Of Industrial Alliance Aug 2014 - Jan 2021
  • At Holliswealth® A Division Of Industrial Alliance Securities Inc.
    Investment Advisor And Financial Planner
    At Holliswealth® A Division Of Industrial Alliance Securities Inc. Aug 2014 - Jan 2021
  • Cibc Imperial Service
    Financial Advisor
    Cibc Imperial Service Apr 1999 - Jul 2014
    I provide investment, lending, cash management, and protection solutions to over 360 households. My primary focus is building/monitoring investment portfolios and retirement planning. I have been a Certified Financial Planner since 2000 and I also hold the Registered Retirement Consultant designation. I offer CIBC and third party mutual funds as well as bonds and GICs.
  • Surrey Metro Savings Credit Union
    Senior Loans Officer
    Surrey Metro Savings Credit Union 1994 - 1999

Chris Schultz, Cfp®, Rrc Education Details

Frequently Asked Questions about Chris Schultz, Cfp®, Rrc

What company does Chris Schultz, Cfp®, Rrc work for?

Chris Schultz, Cfp®, Rrc works for Ia Private Wealth

What is Chris Schultz, Cfp®, Rrc's role at the current company?

Chris Schultz, Cfp®, Rrc's current role is Investment Advisor and Financial Planner.

What schools did Chris Schultz, Cfp®, Rrc attend?

Chris Schultz, Cfp®, Rrc attended Simon Fraser University.

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