“We aim to provide you with advice on any financial matter.” Christopher Roche
While obtaining my Bachelor of Economics from Concordia University, Christopher worked at TD Canada Trust, moving from Teller to Financial Security Advisor, licensed to provide insurance* solutions. As an independent thinker who enjoyed working closely with people, upon graduation, he entered into the financial services industry full-time over ten years ago. To satisfy his personal interest in real estate investing, he obtained his Chartered Real Estate Broker's license**
In September 2012, Christopher joined Macquarie Private Wealth, drawn by its uniquely global perspective as part of one of the world’s largest financial institutions. Presently he is affiliated with Echelon Wealth Partners, which acquired Dundee Goodman Private Wealth in 2016. A true global asset manager holds positions in many diversified assets; they see clients and advisors not as numbers but as people. A strong belief in relationships necessitates being at a firm where there is no red tape, and the firm supports him with sophisticated resources and embraces a new vision.
Serving a varied clientele who seek long-term wealth management based on a relationship of absolute trust, Christopher provides conservative investments with dynamic strategies. All of his portfolios and financial plans are tailored to his client's precise risk tolerance and ever-changing circumstances.
The hallmarks of his practice have built a strong reputation:
Honesty: You can trust him always to be forthcoming about what is working in your portfolio and what is not, and to provide education and information so you can understand what you are invested in.
Integrity: At all times, he will comply with all regulatory, legal and due diligence rules. He operates as a fiduciary, acting in your best interest and maintaining complete confidentiality.
Transparency: All fees are fully disclosed, and he operates in an open and trustworthy manner in all respects.
An informed approach: The best client is an informed client. Christopher ensures that his clients understand their investments as well as the market and economic factors that influence them. When clients are informed, engaged and actively involved, they develop trust and understanding in what he is doing and are less likely to abandon sound strategies at the worst moment.
The Team provides tailored and conservative wealth management solutions through very personalized, long-term relationships with you and your family. We take a goal-based approach that works back from your objectives to ensure your plan is on track in order to help you achieve what matters most.
We will help you set priorities, preserve capital, generate income for a comfortable and exciting retirement, protect the viability of your business and transfer your wealth seamlessly to your loved ones.
We offer a holistic service, working closely with Lawyers and Chartered Accountants to provide estate planning and tax management advice to our family of clients, via referrals.
A key specialty of ours is providing creative contingency planning to protect young families and helping older generations protect their wealth. In collaboration with nine leading insurance partners through Echelon Wealth Preservation, we have access to an array of solutions that we personalize to the specific needs of our clientele.
We aim to provide you with advice on any financial matter – large purchases such as your home or car; the right mortgage, or any other decision that will impact your financial well-being.
Christopher’s chosen cause is the Ronald McDonald Foundation. When he is not advising clients, he enjoys hiking, playing golf, squash, and indulging a passion for world travel, which has taken him from Costa Rica to China and many places in between.
Christopher and his team would gladly help you achieve financial success.
You can reach Christopher directly by phone or email.
*Insurance provided through Echelon Wealth Preservation
**Real Estate license is not active.