Christine Ibbotson has been providing financial advice to clients for over 23 years and is a Licensed Financial Advisor, a Licensed Residential and Commercial Mortgage Broker and a provincially Licensed Insurance Broker. She also attained her Chartered Investment Manager designation with further studies taken in Advanced Estate Planning, Trusts, and Taxation. She has a vast client base with hundreds of clients that have continually sought her expertise for every stage of their financial lives. Whether it is in wealth and estate management, financial planning or basic lending and budgeting, Chris has dealt with all types of client needs providing customized solutions to lower debt and build wealth.
Throughout her career, Chris had the opportunity to manage her own Mortgage Brokerage Firm for many years, coaching a team of agents and building a thriving Residential and Commercial business that provided clients with the flexibility of competitive financing through 27 financial lenders and 16 private lenders. She has also worked as a senior lender, certified financial planner and personal private banker to high net-worth clients with four of the largest Canadian banks. Chris has extensive expertise in current lending practices and the adjudication processes for commercial, industrial, residential and special purpose properties.
Chris writes a local financial advice column, regularly speaks at bank advice events and is a frequent guest speaker for client focused retirement seminars coordinated by local financial institutions. She currently continues to provide personalized investment and lending advice to clients with an ongoing focus towards wealth building, estate planning, and tax minimization.