Chris Annett, CHS
Principal, Corporate Planner at WhiteWater Financial- Claim this Profile
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Bio
Ronald Hare
We've been a client of Chris's for many years and can't say enough about his assistance meeting our financial goals.
Ronald Hare
We've been a client of Chris's for many years and can't say enough about his assistance meeting our financial goals.
Ronald Hare
We've been a client of Chris's for many years and can't say enough about his assistance meeting our financial goals.
Ronald Hare
We've been a client of Chris's for many years and can't say enough about his assistance meeting our financial goals.
Credentials
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Certified Health Specialist
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Certified Health Specialist
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Experience
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WhiteWater Financial
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Canada
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Insurance
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1 - 100 Employee
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Principal, Corporate Planner
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Nov 2015 - Present
Ryan Stover and I founded WhiteWater Financial in November 2015, bringing with us an extensive background in wealth management and corporate planning. I have been recognized as one of the top advisors for one of Canada’s largest insurance companies specializing in risk management, wealth management, and financial planning. I help business owners and their families with: - Corporate life, critical illness insurance - Buy-Sell life insurance - Key person insurance - Estate planning - Executive compensation including individual pension plans, split-dollar critical illness - Tax-efficient investing Show less
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Cowan Insurance Group
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Canada
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Insurance
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300 - 400 Employee
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Investment Funds Advisor
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Sep 2013 - Nov 2015
As Principal, Wealth Management, COWAN INFINITE™, Chris is accountable for the management of the insurance and wealth business, in support of Cowan Insurance Group’s overall strategic growth targets. Chris believes in offering clients financial solutions through a team approach, and is dedicated to working with clients in need of estate planning, corporate insurance planning, risk management and portfolio analysis solutions. Chris joined Cowan Insurance Group in 2013, bringing with him an extensive background in wealth management, with over 17 years’ experience as a financial advisor. Before joining Cowan, Chris held the position of Vice President for Century Group Financial Solutions Inc. He is recognized as one of the top advisors for one of Canada’s largest insurance companies and is a sought-after national speaker on risk management, wealth management, and financial planning. Chris is a true believer in giving back, and actively looks for ways to contribute to the Waterloo Region. Show less
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Worldsource Wealth Management
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Canada
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Financial Services
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100 - 200 Employee
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Investment Funds Advisor
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Sep 2013 - Nov 2015
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Cowan Financial Solutions Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Cowan Financial Solutions
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VP, Business Development
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May 1998 - Sep 2013
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Community
