Chris Long CFP®, FMA, CIM®, FCSI®, RIS Wealth Advisor

"Diversification" is a risk management technique that mixes a wide variety of investments within a portfolio. A portfolio constructed of different kinds of investments will, on average, yield higher returns and pose a lower risk than any individual investment found within the portfolio.

With more than 20 years of experience in the financial services industry, and four professional designations, Chris Long is uniquely qualified to assist clients in reaching their financial goals. Chris and his team offer a wide range of financial services for discerning clients.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

Estate Planning & Strategic Charitable Giving

Investment Strategies

Risk Management

Transferring Your Account

Investment Protection

Get to know Our Team

Chris Long
Chris Long, CFP®, FMA, CIM®, FCSI®, RIS
Senior Wealth Advisor
Khady Niang
Khady Niang
Wealth Advisor Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Read
Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
Read
Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Read
Tax Planning
Watch our latest Client Insights webinar.
Watch Video
Life Events, Lifestyle & Technology
Striking the Right Balance.
Read
Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Read
Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Read
Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Read
Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Read
Tax Planning
Background Rotating Sphere Pattern