Personal Financial Planner
Christianson Financial Limited
Portfolio Manager / Financial Advisor
Christianson Securities of Aligned Capital Partners Inc.
As a seasoned professional, my role is to motivate my clients to take action in their own best interests – guiding the process of sound planning and sensible decision-making in order to achieve financial security.
Each client’s needs are unique, so I ensure a high-touch, customized, unbiased approach: empowerment, investor education, and referrals to other specialists in our network – along with ongoing strategic advice. What sets my firm apart is the time and energy devoted to creating strong, lasting relationships. We’ve become a “destination,” providing a comprehensive and targeted offering that our clients have come to trust – and value.
Individuals, families and entrepreneurs are referred to us by like-minded Nova Scotians with a common goal: partnering with a trusted Advisor to make smart decisions about their future. By delegating the strategy and process of holistic wealth management to my team, our clients are able to focus on what’s important to them.
Since my financial planning career began in 1993, I’ve leveraged my considerable expertise to help clients in all aspects of their lives. In addition to insurance, investment, retirement, estate and tax planning, my CIM and PFP designations inform high-level – and effective – portfolio management strategies, risk control and financial analysis.
