Chris Lorenzin

Senior Vice President @Capital Group

Vancouver, BC, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Nov 2012 — Present

Senior Vice President @Capital Group

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Vancouver, BC, CA

As a senior vice president and wholesaler, I’m a valued partner for investment firms, financial planners and financial advisors across British Columbia. By building relationships with advisors and their dealer firms, I effectively deliver on Capital Group’s mission to improve people’s lives through successful investing. With collaboration and an integrated approach to planning, my goal is to create sustainable growth for Capital Group. As a private firm, Capital Group forms decisions on a long-term view, that align the firm’s goals with the interests of its clients. Capital Group’s Canadian funds are offered by Capital International Asset Management (Canada) Inc.

EDUCATION

1998 — 2001

University of Illinois Chicago

Bachelor's degree, Finance, General

1996 — 1997

College of DuPage

Associate's degree, Business/Commerce, General

SKILLS

Relationship ManagementEstate PlanningPortfolio ManagementWealth ManagementFixed IncomeRetirementBondsStrategic Financial PlanningInvestment StrategiesAlternative InvestmentsSeparately Managed AccountsEquitiesAsset AllocationBankingMutual FundsWealth Management ServicesInvestment ManagementRetirement PlanningWealthAsset ManagementInsuranceInvestmentsEtfsFinancial PlannersFinancial Advisory

ABOUT CHRIS LORENZIN

I have over 15 years of experience in the investment and financial services industries. As a senior vice president, I specialize in helping financial advisors across British Columbia create investment portfolios that meet their clients’ long-term needs. After graduating from the University of Illinois at Chicago with a bachelor’s degree in finance, I started my career in the investment industry with AGF in Vancouver where I. I helped financial advisors across British Columbia find investment solutions, develop sales strategies and increase market share.In 2012, I joined Capital Group as the Vancouver-based regional vice president and am currently the senior vice president for Capital Group in British Columbia. Capital Group, a global investment manager originated in Los Angeles in 1931, is one of the world\'s most experienced investment organizations, managing equity and fixed income assets in developed and developing markets. Capital Group is singularly focused on delivering superior, consistent results for long-term investors. Capital Group uses rigorous analysis, on-the-ground research and diverse points of view to develop global investment perspectives. Capital Group also strives to share their economies of scale with investors and keep fees as low as possible.When I’m not in the office, I enjoy spending time with my wife and our children. I like being outdoors and staying active. My favourite activities are skiing and biking. I also coach soccer for both my son and daughter’s community teams. If you’re a financial advisor and are looking for investment solutions, I want to help. Let’s talk about your portfolios, your business, your clients’ needs and how Capital Group can become a trusted partner for your practice.

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Chris Lorenzin — Senior Vice President at Capital Group in Vancouver, BC, CA | Unifers