Chris Brown CPA, CA, CFP®

Investment Advisor at iA Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Toronto Area, Canada, CA

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Lynda Layne Fraser

Chris is an excellent communicator and leader. Currently he is the President of our local BNI group and is well respected among the members. His professionalism and integrity to the group is exemplary in how he handles any issues that may arise. His knowledge and accountability are evident especially to new members who welcome a confident leader. Chris maintains a positive attitude at all times and is a credit not only to our group but also to his Financial Investment business.

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Credentials

  • CA, CPA
    The Institute of Chartered Accountants of Ontario

Experience

  • iA Private Wealth
    • Canada
    • Financial Services
    • 500 - 600 Employee
    • Investment Advisor
      • Apr 2015 - Present

      We help clients achieve their personal financial goals by offering a full spectrum of financial products and services including: -Investment and cash flow planning -Income tax and estate tax minimization strategies -Customized and separately advised portfolios -Risk assessment / risk management -Tax minimization strategies -In-trust accounts, RRSPs, RRIFs, RESPs, LIFs, joint accounts -Stocks, mutual funds, bonds, T-Bills, GICs -Insurance: life, critical illness, disability Show less

  • BNI Golden Horseshoe - Canada
    • Canada
    • Advertising Services
    • 1 - 100 Employee
    • BNI member
      • Sep 2018 - Present

    • President
      • Apr 2020 - Apr 2021

      President - The primary role of the president is to provide leadership and drive for the chapter in line with the vision and goals of the chapter. ... This is done by making sure all of the weekly reports are made at the meetings, holding effective leadership team meetings and communicating effectively with their team.Apr 12, 2019

  • HollisWealth
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Investment Advisor, HollisWealth
      • Apr 2015 - Jan 2021

  • Loblaw Companies Limited
    • Canada
    • Retail
    • 700 & Above Employee
    • Senior Director, IAS
      • 2012 - 2015

  • President's Choice Financial
    • Canada
    • Financial Services
    • 500 - 600 Employee
    • Senior Director, IAS
      • Jan 2011 - Mar 2012

  • OMERS
    • Canada
    • Financial Services
    • 700 & Above Employee
    • Director
      • Oct 2009 - Dec 2010

  • Catalyst Capital Group Inc.
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • CFO
      • 2008 - 2009

  • KPMG US
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Manager Financial Services Audit
      • Oct 2004 - 2008

  • CIBC Capital Markets
    • Capital Markets
    • 700 & Above Employee
    • Executive Director Merchant Banking Finance
      • Mar 2003 - Oct 2004

  • TD
    • Canada
    • Banking
    • 700 & Above Employee
    • Research Associate
      • Sep 2001 - Mar 2003

  • Arthur Andersen & Co.
    • Accounting
    • 1 - 100 Employee
    • Manager Financial Services Audit
      • Sep 1996 - Sep 2001

Education

  • Queen's University
    BA, Biology
    1993 - 1994
  • University of Windsor
    Bachelor of Commerce (B.Com.), Accounting and Finance
    1994 - 1996
  • Western University
    Biology
    1989 - 1992

Community

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