Chris Melidoniotis

Chris Melidoniotis

Senior Investment Advisor

CFP®

Tailored solutions in tune with your needs and the needs of those you care about

Contact me

Phone

Office

(905) 293-5358

Mobile

(416) 561-7761

Office Location

354 Davis Rd Oakville, ON L6J 2X2. 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.
Learn More

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

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

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8 not-so-secret ideas to help you grow your RRSP

Contributing to a Registered Retirement Savings Plan might be the easy part: Incorporating your RRSP wealth into your larger financial plan may be complex. Here are 8 intricate situations and some ideas that you should know about.

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Parliament on pause: What’s happening with taxes now?

Parliament has been prorogued until March 24, 2025, sending a number of previously announced tax proposals into limbo. Nicole Ewing, Principal, Wealth Planning Office, TD Wealth, shares some insights to better understand how the shutdown of Parliament could impact Canadians’ financial planning.

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Michael Craig on market implications of Trump’s tariff announcements

Markets have been roiled after U.S. President Donald Trump followed through in announcing tariffs against Canada, Mexico and China. Michael Craig, Managing Director and Head of Asset Allocation and Derivatives with TD Asset Management, speaks with MoneyTalk’s Kim Parlee about the potential implications and what to expect from global markets.

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