Member

Chris Wiens

Langley

Cedar Rock Financial Group

Verified Badge
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Chris Wiens

Member Bio

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I value making a difference in the lives of others. Through the building of trusting, long-term relationships, I enjoy working with families, professionals, and business owners to help build and protect their wealth.

I do this by listening first. Then, I help my clients identify the life goals that align with their values. Only then can the right strategy be created and implemented, which typically incorporates retirement planning, portfolio management, risk management, estate planning and tax minimization.

Specializations

Corporate Financial Planning
Corporate Insurance Planning
Corporate Tax Planning
Estate Planning
Financial Planning
Insurance Planning
Portfolio Management
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)
CIM

Compensation Models

Insurance Commission
Fee Only - Retainer Based
Fee based (AUM)

Professional Associations

No items found.

Education

Masters Degree

Assets Under Management

50,000,000-100,000,000

Practice Size

2 to 5

Investment License

Portfolio Manager

Provinces Licensed (Investment)

Alberta
British Columbia
Manitoba
Ontario
Saskatchewan
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