Christopher W. Young
Financial Planner @Scotiabank
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WORK HISTORY
Financial Planner @Scotiabank
As a Scotiabank Investment Specialist, I draw on my investment expertise and years of financial planning experience to help my clients realize their financial goals. Many are Health Care professionals, small business owners – individuals, families, and entrepreneurs that are passionate about their chosen venture. I bring that same passion to help them align their business plan with their personal financial plan in order to realize their investment and retirement goals. Understanding the time constraints of business owners, my clients appreciate the flexibility of meeting at a time and location that works with their schedule. Additionally, I can help their employees achieve investment success with practical advice and convenient solutions. I understand the more complex needs of small business owners and include multiple sources of retirement income, tax deferral strategies and succession planning issues when building a customized financial plan.I also place a premium on partnerships to help my clients manage their entire financial picture, working with specialized professionals at Scotiabank for tax and estate planning, business succession and financing needs. I am committed to nurturing long-term relationships with my clients. An in-depth understanding of their goals and financial situation ensures relevant advice and solutions that are tailored to meet their unique needs. My clients also appreciate the convenience of meeting with them at a time and place that fits their needs. Using a disciplined approach, I advise my clients on the following valuable services:• Goals/financial assessment • Customized financial planning • Tailored investment solutions I am a proud member of Scotiabank’s Investment Specialist team – a group of experienced investment professionals dedicated to helping our clients become financially better off, backed by the strength of a leading Canadian bank.
EDUCATION
Sandermoen School of Business Current
MBA - Masters of Business Administration
Ryerson University
Bachelor of Applied Arts
SKILLS
ABOUT CHRISTOPHER W. YOUNG
Certified Financial Planner and Financial Advisor in Toronto, Ontario, Canada; please utilize my extensive financial background, strengths, passion and business acumen to develop your custom-tailored financial planning solutions for Health Care Professionals (Doctors, Dentists and Veterinarians), Businesses and Business Owners, Institutions, Lawyers, Accountants, Executives, Individuals and Families alike. Please send me a copy of your investment statement/s for a complimentary review analyzing: fees, risk, returns, diversification, etc. I will also develop a comprehensive financial plan so that you have a clear understanding of what your retirement is going to look like. Call today (41••••••66).OBJECTIVE: Service, Knowledge, Solutions, Execution, Monitor, Performance.Phone: 41••••••66Email: c••••••••@scotiabank.comWebsite: http://investmentspecialists.scotiabank.com/CYoung* Confidential Customized Goals based Financial Plan - Free* Second Opinion on your current investment strategy - Free* Analysis of your banking and credit needs including access to a private bankerACCOMPLISHMENTS:• 20+ years as a financial advisor with strong knowledge of the capital markets• Attained the most sought after designations in the industry - CFP, CIM, MBA, CH.F.C. RHU CLU• Top insurance producer at branch with over $100 million in insurance coverage placed• Written numerous articles on various investment and insurance concepts and strategies• 2012 VectorVest Stock market winner with cash prize• Past Director of the Canadian Society of Technical Analysts – Toronto Chapter (Chart Technician)
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