A breadth of services to serve a variety of needs
Full Service = one-stop
Chris Long and his team offer a wide range of financial services including wealth management, advanced retirement and estate planning, philanthropy, business transition, succession planning, insurance solutions (life, disability, critical illness, long-term care, small business, segregated funds), severance and pension transfer strategies, IPP/RCA’s, and tax planning.
Clients come to Chris for a broad range of services and advice, and trust his integrity and experience.
