Christopher Chacra

Financial Planner, Financial Security Advisor, Mutal Funds Representative @IG Wealth Management

Montreal, CA
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2006 — Present

Financial Planner, Financial Security Advisor, Mutal Funds Representative @IG Wealth Management

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Montreal, QC, CA

IG Wealth Management Inc, Firm in Financial PlanningMutual Fund Division

EDUCATION

2001 — 2004

John Molson School of Business- Concordia University

B.Comm

SKILLS

InsurancePlanned GivingPersonal FinanceInsurance PlanningPersonal Financial PlanningHigh Net Worth IndividualsSalesInvestment StrategiesEstate Tax PlanningCritical IllnessFinancial GoalsAsset AllocationMutual FundsEstate PlanningRisk ManagementSmall BusinessTaxRetirementStrategic Financial PlanningIntercultural CommunicationFinancial ServicesBusiness DevelopmentWealth ManagementInvestment AdvisoryCash Flow ManagementPensionsWealthFinanceInvestmentsTax PlanningRecruitingHolistic Financial PlanningRetirement PlanningRetirement SavingsSegregated Funds

ABOUT CHRISTOPHER CHACRA

Self-employed financial planner who works with a team of regional specialists in securities, mortgages, tax law, insurance and advanced financial planning. The clients I work with are primarily business owners, professionals and executives. I focus on the six disciplines of financial planning to assist clients in achieving their goals; insurance planning, retirement planning, estate planning, cash flow management, investment planning and tax planning. I also specialize in charitable gift planning. I am interested in meeting individuals who are motivated to harness their full wealth building potential through the employment of advanced wealth planning strategies.Specialties: Tax planning, estate planning, cash flow management, insurance planning, investment planning, retirement planning and charitable gift planning.

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Christopher Chacra — Financial Planner, Financial Security Advisor, Mutal Funds Representative at IG Wealth Management in Montreal, CA | Unifers