Christine Butchart, R.F.P., CFP
Senior Financial Planning Advisor
Christine has been in the financial business since 1977 and achieved her first planning designation in 1985. She is a Certified Financial Planner (CFP) and a Registered Financial Planner (R.F.P.). She also holds the Financial Divorce Specialist qualification. She is licensed to sell securities, mutual funds, and insurance.
She has served on numerous boards and committees, such as the Ontario Securities Council Advisory Committee on the Re-Regulation of Advice (which developed the Fair Dealing Model) and on a committee to develop the R.F.P. exam.
She has taught continuing education courses and seminars for the Toronto, Peel, and Upper Grand School Boards, on topics such as financial planning and investment planning. Chris been featured in industry publications such as Investment Executive and McLean’s Magazine.
Christine is committed to providing you with the best possible advice, along with the best possible service experience.
Although Christine has her mutual fund, securities and insurance licenses and can provide you with investment advice and services, this is only one component of what she offers.
Financial planning is the core of what Christine does for her clients. This is why she has comprehensive meetings at least once a year, reviewing your goals, progress towards those goals, present and future needs, income, assets, and debts. Christine spends as much time as is required at each meeting to make informed decisions in all elements of their financial well-being.
Building great relationships as well as her knowledgeable advice are keys to her success. A person of high ethical standards, it is critical for her that the advice and recommendations she gives you is always in your best interest.
Chris has earned the trust of her clients, many of whom have been working with her for decades.
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Borrowing to invest
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Borrowing to invest sounds tempting – you just need investment returns that exceed your loan interest. See why it can be a sound strategy for some investors and too risky for others....Read more
Lesser-known ways to profit and save
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Everything’s more intriguing when it’s little known and under the radar. Especially when the subject is strategies to save you money and put more in your pocket....Read more
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