Chris Schwartz, CPA, CMA
Senior Wealth Advisor
E-mail: cschwartzs@schwartzfinancial.ca
Phone: 709-579-6518
Chris has been providing financial advice to clients for 15 years, building a practice that puts clients first based on communication, trust and integrity.
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His philosophy is to take a long-term view, keeping things simple and conservative. Chris takes great pride in his role of guiding your financial affairs and places a high value on client relationships. The end goal is protecting, growing and sustaining your wealth.
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A highly organized and process driven individual, he is your quarterback to ensure you achieve financial success.
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Chris also holds his Chartered Professional Accountant (CPA, CMA) designation and is continually improving his knowledge through regular industry courses.
He is an avid sport fans, loves music and gives back to the community as best he can - volunteering with many groups over the years including the Clowe/Purcell Golf Classic, Sport NL, St. John's Soccer Club and the St. John's Board of Trade.
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"Starting strong is good. Finishing strong is epic"
- Robin Sharma
WHAT WE VALUE
We value our independent approach to wealth management allowing us to be objective and impartial. It’s an approach that puts clients first.
We offer excellence in financial advisory services that that addresses the entirety of your life — your family, your business, your future — one facet at a time. Our emphasis is on process not product and we work with clients to build plans that reflect personal goals and investment priorities.
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We provide sound advice, financial alternatives, and the professional expertise necessary for achieving financial success and security
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WE ARE INDEPENDENT AND UNCONSTRAINED
​We pride ourselves on being independent, allowing us to be objective and impartial. Clients come first — not sales quotas, not quarterly targets, not profitability minimums. Each client is unique, and so are the solutions they receive.
We are free to do what’s right for every client, every time.
