Chris Melidoniotis, Conseiller en placement,Oakville, ON

Phone

Office

Mobile

Office Location

306A - 354 Davis Rd. Oakville, ON L6J 2X1. map

With over 25 years of experience, I offer clients and their families a wealth of knowledge in the areas of investment management and estate planning strategies. The foundation of my practice is a strong, personal relationship with my clients built on trust and communication. That means keeping my clients informed and meeting with them as frequently as they would like.

Certificates

CFP®

Languages

English

Education

University of Toronto - Bachelor of Arts Economics & Political Science

Meet Chris

Everyone’s financial situation is different. I help to clarify your specific objectives and develop an investment strategy designed to help you reach your specific goals while at the same time utilizing risk management strategies to minimize volatility.

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Empower Your Financial Future

Have questions about your financial future? Hear from Chris about the importance of updating your will, stepping into retirement, and wealth planning.

The Importance of Updating Your Will

Stepping Into Retirement

The Importance of a Wealth Plan

Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

Protecting your assets
Maximizing your charitable giving
Finding tax strategies and solutions
Arranging your estate and trust planning

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Let's Connect