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Hi, I am Chris Gresat, an Investment Advisor in Vancouver, British Columbia, Canada who empowers people to invest with a clear and defined strategy that results in financial wealth and freedom.
I love being able to help clients. As a result, I am part of a dedicated group of professionals in the Vancouver Bentall office. I have committed my last six years in the financial service industry to assisting individual investors and business owners achieve their financial goals.
I have a solid financial background. I joined the Canadian Imperial Bank of Commerce in 2001 as a banker. From assignments at various branches in Vancouver, I gained valuable experience servicing the needs of CIBC's diverse and multi-cultural clientele. I became an Investment Advisor with CIBC Wood Gundy in 2003 and have built a very successful business comprised mostly of affluent clients. I hold a Bachelor of Commerce Degree with a triple specialization in Finance, Accounting, and Urban Land Economics from the University of British Columbia.
To provide maximum value for my clients, I subscribe to the best independent research available and consult with portfolio managers with over 100 years of collective experience.
My focus with private clients, businesses and institutions is to:
- Work one-to-one with you
- Offer guidance that reflects your unique risk tolerance and cash flow needs
- Provide proactive buy and sell recommendations
- Offer ongoing advice and guidance, monitoring your progress with quarterly reporting and mutually agreed upon in-person reviews
- Offer exclusive invitations to educational seminars and special events such as the annual "CE at Sea" boat cruise fundraiser
A few other things you might want to know about me…
I can proudly say that I genuinely care for the well being of each individual client. Client testimonials are available upon request.
My cell phone is always on. (604) 338-5135. I am here to make this process simple and enjoyable for you. Let's get started.
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