Chris J Anderson

Senior Investment Advisor & Portfolio Manager @Harbourfront Wealth Management

Edmonton, AB, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2018 — Present

Senior Investment Advisor & Portfolio Manager @Harbourfront Wealth Management

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Unlike the large investment institutions, we embody a philosophy of independent, unbiased advice with an unwavering commitment to delivering true wealth management. We do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation, and trust management, all with a continuous focus on the management of risk. Our advisors located in Harbourfront’s branches across Canada have been carefully selected based on high standards of excellence and integrity. They tailor client wealth plans with no incentive to use proprietary products or investment vehicles. Headquartered in Vancouver, BC, the Harbourfront Group includes a registered Securities Dealer/Investment Advisory firm servicing established advisors and their high-net-worth clients, an Investment Fund Manager that specializes in managing sub-advised private securities, and a US SEC Registered Investment Advisory firm. Learn more:

SKILLS

Financial AdvisoryTerm Life InsuranceInvestment StrategiesRetirementFinancial RiskInsurance PlanningBusiness Process ImprovementHuman ResourcesBuy-Sell AgreementsTrainingInsuranceMulti-Generational Wealth TransferCoachingWealth AccumulationRiskGroup BenefitsPersonal FinanceWealthWealth ManagementFixed AnnuitiesInvestment AdvisoryEmployee BenefitsRetirement SavingsAsset ManagementEmployee EngagementInvestmentsMutual FundsFinancial ServicesFinancial AdviceFinancial PlanningStrategic Financial PlanningGroup Benefit PlansSegregated FundsContinuous ImprovementPensionsEstate PlanningPersonal Financial PlanningRetirement Income StrategiesRetirement PlanningBusiness Strategy

ABOUT CHRIS J ANDERSON

WHAT I DO: I help Business Owners & Professionals achieve early retirement without…

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