Chris Brown, CPA, CA – Associate Investment Advisor, HollisWealth, a division of Industrial Alliance Securities Inc., Insurance Advisor, Hollis Insurance
Work Experience
With over 23 years in the financial services industry, Chris brings a unique and diverse background that has taken him from Bay Street to Ancaster and includes experience in capital markets, personal finance, corporate accounting, audit and taxation. After obtaining a biology degree from Queen’s University and a Bachelor of Commerce from the University of Windsor, Chris focused on obtaining his Chartered Accountant (‘CA’) designation while articling at a major accounting firm in downtown Toronto.
While on Bay Street Chris specialized in capital markets and banking, and after obtaining his CA, Chris held positions working in equity and debt research, merchant banking, private equity and a major public pension plan.
After a long career on Bay Street, Chris made a significant move, joining the team at HollisWealth in Ancaster. Chris’ broad and diverse financial background made him well suited to a career in wealth management and financial planning, in fact it is a move he had been considering for several years. Chris thoroughly enjoys meeting with people and discussing their unique financial situations. Every client Chris deals with is a different challenge and that makes going to work every day very interesting and incredibly enjoyable!
Holliswealth Ancaster
To his current and prospective clients, Chris offers retirement planning, investment advice and overall wealth management, including tax and estate planning. With clients ranging in age from 23 to 93, Chris understands that a person’s needs will be different depending on their stage in life. Often when you are younger you will be focused on saving for a home and as you get a little older your thoughts shift to starting to save for your own retirement and education for your children.
Usually in your 40s and 50s your focus is on wealth accumulation as you look forward to retirement and ensuring you can retire comfortably. And when you ultimately reach retirement you need an income to support your lifestyle which often includes travel. Chris’ assists clients as they travel along their unique, personal financial journeys by making timely, sound decisions and providing you with the tools needed to help you reach your financial goals and objectives.
Personal
Chris grew up in Kingston, Ontario and is the oldest of 5 children. After University Chris ultimately settled in Oakville where he lives with his wife Lisa, their 5 children and their Great Dane, Archer. Chris and Lisa have 2 daughters at the University of Guelph and a son at Queen’s University. The younger two boys attend high school in Oakville. As an avid hockey fan, Chris spends a lot of time at the rink as a coach, a fan or regular hockey Dad. Chris also served as VP Finance/Treasurer for the Oakville Rangers Hockey Club, the largest minor hockey association in North America.
Contact
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We are committed to exceptional client service. Our team of professional financial advisors is available by phone or email, and each of us looks forward to meeting you in person.
HollisWealth Ancaster
We believe your success relies on the relationship you have with your advisor, the advice you receive to improve your life, and the fees you pay to achieve your life goals. Our clients are our first priority.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.
This is not an official website or publication of HollisWealth and the information and opinions contained herein do not necessarily reflect the opinion of HollisWealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by Industrial Alliance Securities Inc., its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products provided through Hollis Insurance.