We have had a number of Financial Advisors before Kris. They have all claimed to be working in our best interests. Kris is the only one who has shown us by his actions that he is working to help us improve our financial status. We have made more progress with his guidance than with all his predecessors. We are very grateful for the advice he has given us. It has always turned out to be to our benefit. As retirement inches its way closer to a reality we can only thank him and his staff for the extra effort they have made on our behalf."
Rick and Lise Clendening
Kris understands my workplace demands, unique job requirements and my need to prepare for my future and my family’s future. I believe Kris to be different than my past financial advisors. He’s looking out for the best interests of his clients. He’s an approachable, trustworthy family man. Kris has helped me better understand investing and money management as well as offer helpful strategies to implement my plan."
Tim & Peggy Szumlanski
Kris worked with us, evaluated all aspects of our life and put together a unique individualized family plan. He always tries to meet with us before any big changes and he stays until he is sure we completely understand. He was able to take the everyday stress of finances out of our life. We now have a simple easy to follow approach to our daily finances and a comprehensive long term financial plan. The most valuable outcome from working with Kris is having a definitive plan. To know exactly what our goals are and reasonable timelines for achievement takes a lot of the financial stress out of my family life."
Mike Tesarski & Christina Starcevic
Kris has always approached my investment strategies based on my own individual goals and situation. He has a genuine concern and interest in my investment goals. Kris takes the time to meet with me several times a year to review and update me on my statements. We go over any changes that may have transpired in my personal/financial life which may affect my current investment strategies. My portfolio is continually being updated and re-allocated based on my goals and current economic conditions. I have referred several friends and co-workers to Kris over the years. You will not be disappointed with the results."
Kris genuinely cares about my family and our financial well-being. He took the time to get to know us and understand our priorities. He presented us with a variety of investment, insurance and savings options and gave us his honest opinion, without bias or pressure. Kris continues to be genuinely interested in my family's success. We have introduced Kris to multiple family members who now also use his services. He regularly checks in on us to keep us on track and determine whether our investment strategy should be altered in any way. My wife and I have complete confidence in Kris' advice and financial guidance. Thanks to Kris, money is not something we argue about."
Darryl & Mel
I was very fortunate to connect with Kris four years ago in the early phases of starting my career as a chiropractor. After trying the services of a few different individuals, I knew that Kris was the right choice for me as soon as I met him. His knowledge, dedication, and focus on his clients put me at ease right from the start. His financial advice is invaluable for myself and my husband as we are both self-employed and needed direction. I have the utmost confidence in him financially as he has educated us on and also set us up to be in a healthy financial state as we build towards our future, our business and our retirement. I do not hesitate to refer anyone I know to Kris as he is trustworthy and also will aid in reducing the stress around finances."
Dr. Stephanie Anisko & Geoff McCallum
Kris has always made me feel comfortable with my investment decisions and has taken my short term and long term goals into account when helping with my financial planning. He has helped me build a portfolio that takes my business, personal, spousal, and children's financial future into account. I am very happy knowing that my investment portfolio is being watched by Kris and that he periodically reviews it with me to make sure it is meeting my goals. I have had experiences in the past that involved working with a financial institution that provided me with a different staff member each time I chose to review my investments.
Kris is very knowledgeable and has presented new ways of thinking about my financial future that I otherwise would never have considered."
Kris has helped us develop a debt repayment plan and a plan for our retirement. He also looks after our elderly mother's investments and estate planning. Our son is now working with Kris developing some long and short term plans towards homeownership and long term investments.
Kris is very knowledgeable in all areas of our family’s varied financial planning needs. He takes the time to sit down with us on a regular basis to ensure we remain on track. We have known Kris for years and feel that he has our best interests at heart."
Kathy and Ray Stagat
I have known Kris for many years. He has integrity, is trustworthy, and honest. His knowledge, experience, and dedication to our family has been nothing short of top shelf. I have referred and will continue to refer him."
We have had the opportunity to work with Kris for many years. He has been instrumental in helping my husband and I create and manage our budget, household monthly cash flow as well as managing our investments and insurance needs. Kris is knowledgeable, he takes the time to listen and understand our needs and long-term goals and ensures that we are well informed before any decisions are made. My husband and I are grateful for our business relationship with Kris and the trust he has developed with us through his flawless execution over the years, especially during challenging economic times."