Chris Wilson

Independent Mortgage Advisor at Odin Mortgages
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Contact Information
us****@****om
(386) 825-5501
Location
London, England, United Kingdom, UK

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5.0

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Jamie Larner, C.D., B.A.Sc.

Chris was a pleasure to work with for quite a few high dollar proposals to government customers. His attention to detail for project completion and presentation are appreciated and I wish more people had a strong work ethic like he does!

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Credentials

  • Level 3 Certificate in Mortgage Advice
    Chartered Insurance Institute
    Dec, 2021
    - Nov, 2024
  • Chartered Investment Manager (CIM)
    Canadian Securities Institute
    Jul, 1997
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Independent Mortgage Advisor
      • Jan 2022 - Present

      Providing independent mortgage advice to residential and buy to let property owners in the UK. Providing independent mortgage advice to residential and buy to let property owners in the UK.

    • United Kingdom
    • Food and Beverage Services
    • 1 - 100 Employee
    • Founder, former Director, CEO & COO
      • Apr 2016 - Present

      Senior leader for all group companies including Pale Green Dot Limited, PGD Foods Limited, PGD Food Services Limited and Fin and Farm Limited. Involvement in all areas of the business including strategic & corporate development, finance, sales & marketing and operations. Senior leader for all group companies including Pale Green Dot Limited, PGD Foods Limited, PGD Food Services Limited and Fin and Farm Limited. Involvement in all areas of the business including strategic & corporate development, finance, sales & marketing and operations.

  • The CB Wilson Consulting Group
    • London, United Kingdom
    • Founder & Principal
      • Dec 2014 - Mar 2016

      Providing business coaching and strategy, finance and change management focused consulting services to small & medium sized businesses. Key projects to date include: coaching the management teams of a commercial construction company and a restoration company through their business planning activities and working with the Executive Team of a blockchain related fintech start-up to help develop the company’s strategic, operational & financial plans. Providing business coaching and strategy, finance and change management focused consulting services to small & medium sized businesses. Key projects to date include: coaching the management teams of a commercial construction company and a restoration company through their business planning activities and working with the Executive Team of a blockchain related fintech start-up to help develop the company’s strategic, operational & financial plans.

    • Territory Manager - BC, AB & YT
      • Oct 2013 - Dec 2014

      Vimar Equiment Ltd. wanted to leverage its core industrial equipment business in BC and its fire apparatus business in Washington, Oregon and Alaska by beginning to formally offer Spartan ERV and Dependable EV fire apparatus in BC and Alberta. Led all sales, marketing and account management activities of this new business venture with 500+ fire agencies for Spartan ERV and Dependable EV fire apparatus with a 12–36 month sales cycle and ranging in value from $100K-$1.5M with deal sizes of up to C$30 million. Drove strategic development through internal, market and bid analysis to determine target customer and geographic and product focus. Show less

    • Canada
    • Public Safety
    • 1 - 100 Employee
    • General Manager
      • Jun 2007 - Jul 2013

      Held full P&L responsibility for this national emergency vehicle distribution business and led its transformation from a 4 person home-based sales operation into one with 30+ staff in 3 locations nationally (Abbotsford, BC; Leduc, AB & Mississauga, ON) offering vehicle sales, parts & equipment sales and shop & mobile service.Drove strategic planning and implementation resulting in succession plan which significantly increased the value of the business; growth through the strategic acquisition of a key supplier; expanded geographic footprint & revenue growth of 100% for acquisition and improved bottom line through organizational restructurings, improved systems and cost & risk management.Held full responsibility for all finance activities including risk management program to handle ongoing significant currency exposure; development, management and improvement of all finance systems including reduction of monthly close and A.P. collection period by half; led all financial analysis and modeling to support strategic and commercial decisions and undertook all financial planning and performance management activities, taking corrective action as required. Show less

    • Management Consultant (Contract)
      • Apr 2007 - May 2007

      Business Plan Development – Identified issues and required actions in the organization to stabilize operations and embark on a path of value generating transformation. My report included go-forward recommendations and a comprehensive roadmap for the future. At the end of the project Safetek offered me the position of General Manager.

    • Canada
    • Public Safety
    • 1 - 100 Employee
    • Management Consultant (Contract)
      • Dec 2006 - Jan 2007

      Acquisition Analysis Project – Conducted a complete strategic and financial analysis on a target company to determine whether it should be acquired. My analysis and recommendations were outlined in a 20 page report and ultimately led to a successful acquisition as the company became a profitable member of the Safetek Group of Companies. Acquisition Analysis Project – Conducted a complete strategic and financial analysis on a target company to determine whether it should be acquired. My analysis and recommendations were outlined in a 20 page report and ultimately led to a successful acquisition as the company became a profitable member of the Safetek Group of Companies.

    • Vice President & Chief Financial Officer
      • Aug 2004 - Oct 2006

      Led all financial activities including financial statement preparation and regulatory and tax filing; development of the company’s financial plan; execution of a financing strategy that raised U$1.1 million in equity and convertible debt and execution of a U$500K reverse takeover. Led all financial analysis & modelling to support strategic and operational decision. Highlights include evaluation of major North American sports and entertainment properties and risk factor identification driving savings of more than U$500K. Contributed to strategic development for new business venture with company’s Executive Team, driving decisions on geographic focus, new product development and product mix. Show less

    • Analyst (Middle Office - Operations and Integration)
      • Oct 2000 - Jun 2001

      Following the merger of CGU and Norwich Union's asset management operations, I was part of a team mandated to minimize the effects of integration issues for the Front Office and ensure that portfolio holdings and transactions in the Morley's many funds (with AUM of £200+ billion) were reported accurately while a comprehensive systems integration program was being undertaken. I developed operational improvements to the report delivery process and coordinated across departments to ensure compliance, optimizing firm-wide computing resources, decreasing trading errors and reducing related administrative workload by over 50 hours per week. Originally hired on a temporary basis following my move from Vancouver, I was offered a full-time Analyst role soon after joining and deputized for the manager along with helping supervise the team. I ultimately left Morley to attend London Business School. Show less

    • Canada
    • Investment Management
    • 700 & Above Employee
    • Associate Advisor (Private Wealth Management)
      • Apr 1996 - Aug 2000

      Hired originally as an Sales Assistant (by Richardson Greenshields before being acquired by RBC) and progressed to the role of Associate Advisor during my tenure at the North & West Vancouver offices of RBC Dominion Securities. Worked with a number of senior Investment Advisors & Vice-Presidents with a total AUM of C$150+ million, helping them to grown and manage all aspects of their businesses. As an Associate Advisor, in conjunction with the Investment Advisors, I had responsibility for portfolio management, trading, business development and client service activities resulting in a near-perfect client retention record and 15%+ annual growth. Completed Level 1 of the CFA Program and the Canadian Investment Management Designation. Show less

Education

  • London Business School
    MBA, Finance
    2001 - 2003
  • UCLA Anderson School of Management
    MBA, International Exchange Program Participant
    2003 - 2003
  • The University of British Columbia
    BA, History
    1988 - 1993

Community

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