Chris Housepian

CMA, CFP, CIM — Vice President, Investment Advisor

Chris HousepianChris 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 joined the predecessor firm to Macquarie Private Wealth to be part of an independent firm with an impressive organization and a vision of becoming Canada's premier investment boutique.

Chris is a Certified Financial Planner (CFP), as well as a Certified Management Accountant (CMA), 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.

Chris has served as a member of the management committee for the Grand River Chapter of the Society of Management Accountants of Ontario, and is a current member of the Financial Planning Standards Council of Canada.