Chris Brown, CPA, CA, CFP
134 Wilson Street West, Ancaster, ON, Canada
(2)
Chris Brown, CPA, CA, CFP134 Wilson Street West, Ancaster, ON, Canada
(2)
We provide holistic financial and investment advice and offer retirement, investing, estate planning services. Access to stocks, ETFs, debentures, GICs, bonds and mutual funds. While most of our clients are in the GTA and Golden Horseshoe regions, we service clients across Ontario and Canada and are very happy to interact in person, via telephone or through Zoom or Microsoft teams.
Verified business
2 customer reviews
Nicola
We have so appreciated Chris' attention and the time he takes to explain things to us and make it all easy! So very glad that we transferred to him!
Mike
Chris is the complete package - his knowledge of investments combined with him being a CPA and tax knowledge has allowed him to provide full service investment advice and services. Add to that he quickly understood our investment goals and helped us work toward them with a very easy going, yet professional, personality, and we couldn't be more pleased. We have and will continue to recommend his services! More...
What do you love most about your job?
Interacting with people and helping them develop a financial plan that meets their personal objectives. I'm passionate about this industry and I love to work with people to find solutions that meet their needs.
What inspired you to start your own business?
The idea of being my own boss and being the person responsible for my successes and failures. The harder I work, the more successful I can be.
Why should our clients choose you?
I have over 20 years in financial services and have developed a very unique skillset over that time. I am a Chartered Accountant and consequently I am held to a specific set of professional ethical standards. This means that any decisions or recommendations I make will absolutely be in the best interest of my clients. I have experience in equity research and I was the CFO of a hedge fund. I believe that my diverse background demonstrates that I have the experience and integrity required to be successful.
Can you provide your services online or remotely? If so, please add details.
I have clients all over the country so obviously I am quite happy to communicate through Zoom or over the phone. Our forms can be sent electronically to accommodate any signatures needed.
What changes have you made to keep your customers safe from Covid-19?
We are not seeing clients face to face at this time and instead have been communicating via Zoom or through phone or email.
Financial Planning
Financial planning should be a personal process, one that is focused on your individual needs and goals. This is one place where a one-size-fits-all approach will not work. Your situation is unique and your financial plan should reflect that. A good financial advisor will take the time to get to know you, become familiar with your financial planning goals, and understand your current financial situation. That way, they can help you map out the perfect strategy for getting to where you want to go.
Investment Advice
What are your investment goals? Is your portfolio positioned correctly to allow you to achieve them? With our portfolio analysis service, we can help you determine the answers to those questions. Portfolio analysis will help you to determine what your risk tolerance is, what your investment goals are, and how well your current investment portfolio is set up to meet these criteria. Take the time to learn more about what portfolio analysis is and how it can make your investments stronger.
Retirement Planning
As an investor (and as somehow who plans to retire one-day), you might wonder how much money you will need to save for your retirement. Our financial planners will gather information from you to assess your needs. We will find out when you plan to retire and what type of lifestyle you plan to live upon retirement.
We will ask about your life goals because knowing what you want to achieve and to do will help us to determine what your expected monthly income needs will be. Next, you’ll discuss the length of time remaining until you plan to retire and your ability to set aside funds now and until your anticipated retirement age.
All the information collected and discussed will result in a retirement savings and investment plan that’s right for you.
Tax Planning
A financial plan including tax planning sets a framework for your life’s financial goals. As life goes on, events occur that change your goals and your financial status. You may, for example, start a business that takes away a lot of financial resources, requiring an adjustment in your five-year plan. After five years, you may begin to make money, so you revisit your goals and plan again. Changes may require different tax strategies than you’ve used previously. At HollisWealth Ancaster, we can advise you on the best approach for the new life event. We’re here for you through the entire journey called life.
