Atlantic Wealth Management

Spécialités

Atlantic Wealth Management is an insurance & investment planning firm. We provide customized and comprehensive financial planning solutions for both individual and corporate clients.

Our mission is to develop an integrated and tailored financial plan that

will enable you to enjoy what you’ve earned and built.

And to protect you, your company, and your family against any curveballs life may throw your way.

Rencontrer le Gérant de commerce

Chris V.

Gérant de commerce

Chris began working in the financial planning industry after graduating from university and knew right away that he’d found his niche. Looking back, he wouldn’t have considered doing anything else. Chris has worked in all areas of the financial planning industry, which has included Executive positions in the industry’s largest company.

Chris’s areas of expertise include:

–Corporate Insurance Planning Strategies

–Personal Retirement and Estate Planning

–Tax Efficient Investment Planning

–Living Benefits Specialist