Chris Housepian, CPA, CMA, CFP, CIM
Vice President & Portfolio Manager
Chris has been helping clients plan rewarding financial futures for more than 35 years. He began his career as an Investment Advisor with Wood Gundy in the years before it was purchased by CIBC, and then moved to Levesque Beaubien (later renamed National Bank Financial), where he was a Senior Advisor for over 18 years.
Chris is a Certified Financial Planner and holds the Certified Investment Manager designation. He also holds designations as both a Chartered Professional Accountant and a Certified Management Accountant, which gives him an enriched understanding of corporate financial management. In addition, he is a Business Administration graduate from Ryerson Polytechnical Institute. His professional qualifications combined with more than three decades of industry experience distinguish Chris from most Investment Advisors. As a Portfolio Manager, Chris offers clients the many benefits of our customized discretionary portfolio management service.
His community involvement has included service as a member of the Management Committee for the Grand River Chapter of the Society of Management Accountants of Ontario, and he is a current member of the Financial Planning Standards Council of Canada.