“Our strength is putting realistic and attainable retirement plans together which provides a clear roadmap to a successful retirement.”
Chris has been in the financial planning industry since 2001. In that time, he’s helped people with retirement and estate planning, business succession, insurance (both life and living benefits), and strategies for minimizing taxes.
His favourite part of being a financial planner? It’s seeing his clients living out the retirement dreams that he helped them put on paper many years earlier.
He’s driven to help people and goes out of his way to see them do well in life. A lot of our clients say that he treats them as friends and family, caring not just about their financial success but also about their family’s health and wellbeing.
Born in Vancouver, raised in Tsawwassen, he completed his Business Management Certificate from BCIT in 1996 before taking those insights and pursuing financial planning. After joining Wiffen Financial Services, he received his designation as a Certified Financial Planner® (CFP) in 2005. He founded Singer Olfert Financial Group and worked there until 2019, at which point he joined Jay Brecknell here at Cedar Rock Financial. He also spends time mentoring young people studying in our industry to help prepare them for the business world.
Chris spends most of his weekends boating with members of the Royal City Yacht Club in the Gulf and San Juan Islands. These are some of his favourite moments in life, when he’s away from the chaos of the city, anchored in a quiet remote inlet on his boat, where he can slow the pace down and feel complete happiness, alone in nature. And these are the moments he’s passionate about helping his clients achieve.
