Chris Melidoniotis
Senior Investment Advisor
CFP®
Tailored solutions in tune with your needs and the needs of those you care about
Phone
Office Location
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.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.
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.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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