Chris Annett

Principal, Corporate Planner @Whitewater Financial

Waterloo, ON, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2015 — Present

Principal, Corporate Planner @Whitewater Financial

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Waterloo, ON, CA

Ryan Stover and I founded WhiteWater Financial in November 2015, bringing with us anextensive background in wealth management and corporate planning.I have been recognized as one of the top advisors for one of Canada’s largest insurancecompanies specializing in risk management, wealth management, and financialplanning.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 criticalillness- Tax-efficient investing

SKILLS

Customer ServiceTrainingPublic SpeakingBusiness Succession PlanningManagementRisk ManagementRetirement PlanningFinancial ServicesInvestmentsFinanceInvestment StrategiesLeadershipStrategic PlanningInsuranceKey Person InsuranceStrategic Financial PlanningFinancial PlanningSalesSuccession PlanningBusiness Continuation PlanningWealth Management

ABOUT CHRIS ANNETT

As a Principal of WhiteWater Financial, I specialize in helping business owners and…

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Chris Annett — Principal, Corporate Planner at Whitewater Financial in Waterloo, ON, CA | Unifers