Kristian Dexter

Meet Kris: Your Trusted Advisor

With over two decades of experience in the financial industry, Kris is passionate about helping clients reach their financial goals through tailored financial plans.

Kris’s career began in 2005 after graduating from a specialized investment management program. Since then, he has assisted over 500 families in achieving their financial dreams. He holds several designations, including Chartered Investment Manager (CIM®), Financial Management Advisor (FMA), Certified Financial Planner (CFP®), and Chartered International Wealth Manager (CIWM).

Kris is a natural problem-solver, viewing wealth management as a series of financial challenges to be addressed. Whether you’re aiming to retire before 60, looking to minimize your tax liabilities, or seeking the best ways to secure your family’s future, Kris is here to guide you.

Kris specializes in investment management, income protection, tax management strategies, education funding, estate planning, business succession, and tax-efficient charitable giving strategies. Collaborations with specialists who bring additional expertise in areas such as tax and estate planning, insurance and corporate tax structures is a value add that can pay dividends in your long term plan. This team approach ensures that every aspect of your financial well-being is meticulously managed.

Outside of his professional life, Kris is a devoted husband and father. He resides in Truro with his wife, Naomie, their two children, Quinten and Nora, and their big puppy, Fergie. In the evenings, Kris takes on the role of “taxi driver,” ferrying his kids to various activities and social events. When he finds some free time, he enjoys working out at the gym, taking fitness classes, playing baseball, hiking with his wife, or getting lost in a good fantasy novel.