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Empowering you to make informed financial decisions

Take control of your financial future with the guidance of an independent expert.


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Financial goals we can achieve together

McKitterick Wealth Management successfully manages the financial affairs of families and small business owners requiring sophisticated and complex strategic planning. Our collaborative and supportive approach involves strategic planning and closely monitoring results to help our clients reach their goals.

Together we set a plan in motion and stay by your side every step of the way.

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MEET CHRIS McKITTERICK

SERVICES & SOLUTIONS

CLIENT CENTRE



See what our clients say about us

Approaching a decade of ever-changing priorities, Chris has always kept our needs in focus and recommended investment strategies that are holistic and thoughtful. Chris is a consummate professional, knowledgeable and conscientious

Sonal and Kaushik V.

Chris has been our financial advisor for 8 years.  He politely, but persistently, pursued our business for at least a year before we agreed to meet with him (we had a financial advisor already)! In the beginning, Chris was able to get our previously stagnant investments on track.  Since then, we have seen consistent growth.  He introduced us to Manulife One which has really changed the way we look at money and budgeting...

Kim & Mark S.

Since 2011 Chris has given thoughtful advice and provided us with piece of mind from knowing he was thinking about our money so we can think about other things

Dr. Cameron M.

Chris has always shown foresight in handling our investments and always advised us in accordance with our goals in mind. He took the time to learn and understand our needs and continues to check in with us on a regular basis as our needs sometimes change

Spencer F, P. Eng



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 The journey matters - we're by your side

You're in charge of your life and we work collaboratively with you to ensure your financial success and what that means for you.  We're here to help create your financial future together. 

Through Retirement and Investment Planning, we work with you to create your Personal Financial Action Strategy.  During this process, we will account for such things as projected CPP and OAS income, Pensions and Retirement Assets.


Services & Solutions


What goes into making your financial road-map?



What matters most?  What do you dream about?
At McKitterick Wealth Management we want to support your goals.

The key to reaching your goals is having a written strategy or road-map that can be tracked and followed. Your unique portfolio is designed by getting to know you and your family. We provide a comprehensive way to create your Personal Financial Action Strategy with our services and solutions.

Our services are built on tried, tested and true results. We bring together different services and solutions tailored to your custom needs in order to build out your unique, comprehensive strategy that will help you achieve your goals.


Providing the value of advice 

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.


Investment Solutions


Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)
Insurance Solutions


Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Travel, Life and Health insurance
  • Disability and Critical illness protection

APPLY ONLINE OR GET A QUOTE NOW!

Planning for Retirement


Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

CONTACT US TO GET STARTED TODAY!

Estate Planning


Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.

TRY THESE ESTATE PLANNING RESOURCES

Group and Business Solutions


Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

  • Group benefits & Group retirement
  • Group pension
  • Competitive employee benefits
  • Business and key-person insurance
Banking Solutions


Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.

LEARN MORE ABOUT MANULIFE BANK

OPEN AN ADVANTAGE BANK ACCOUNT TODAY!


For more information on services and solutions for your financial needs...

[ Start Your Plan ]


Based on our assessment of your long-term goals and risk tolerance, we will agree on a specific asset mix for your portfolio. This mix will be tailored to provide you with the financial growth you feel most comfortable with. Throughout our business relationship, we will do our best to keep you focused on the course we have chosen together.

MULTI-GENERATIONAL investment & RETIREMENT PLANNING

  • An independent and experienced Advisor
  • A personalized Financial Strategy based upon your goals, your risk tolerances and your investment timeline

ESTATE TAX RELIEF

We meet our clients at their home, their office or at our office. We don't keep banker's hours and we make ourselves available to our clients to suit their busy schedule

ASSET PROTECTION REVIEW

  • Insurance (including Life, Critical Illness, Disability and Long Term Care)**

OTHER SERVICES

  • The security of working with a large and reputable Mutual Fund Dealer
  • Online access to your accounts     
  • Quick and easy contact and communication with your Advisor by telephone or email

[ Start Your Plan ]




Meet Chris



Trust | Commitment | Service

At the beginning of each relationship, Chris spends a great deal of time, and effort, getting to know the family he is working with and allowing them time to get to know and trust him, before embarking on setting a clear path.

Chris’ commitment to long term relationships ensures that his clients can rely on him into their futures. If it takes longer in the beginning, to fully understand their priorities and challenges, he feels it is time well spent.

Chris McKitterick, CCS, RHU Photo Chris McKitterick, CCS, RHU Hover Photo

Chris McKitterick, CCS, RHU


Mutual Fund Advisor | Manulife Wealth Inc.

President, Life Insurance Advisor | McKitterick Wealth Management Inc.

A graduate of McMaster University, Chris grew up in the financial services business.  As a young boy, he got to see firsthand the impact his Father had as a financial advisor and the trust his clients put in him to always do what was in their best interest.  “It was admirable and something that I wanted for myself” Chris recalls.

CHRIS STATES HIS GOAL IN WORKING WITH HIS CLIENTS IS SIMPLE.

"I want to empower you with the knowledge you need so that you feel confident in your own financial circumstance and future."

CHRIS DESCRIBES HIS IDEAL CLIENT AS SOMEONE THAT CARES ENOUGH ABOUT THEIR OWN FINANCIAL FUTURE TO INVEST SOME TIME TO BUILDING A STRATEGY THAT WORKS! 


"There have been so many times that I’ve started a new working relationship with a client only to hear them say, “well nobody told me I could do that” or, “why didn’t I know about this before”? 

I think the biggest downfall in the financial industry is the lack of relationship building.  The same advice I offer my closest friends and family is what I have to offer to all my clients.  Our plans are built with an internal moral compass that is special and unique to each individual circumstance." 

IT IS EXTREMELY IMPORTANT TO CHRIS THAT ALL PROFESSIONAL RELATIONSHIPS ARE BUILT AROUND OPEN COMMUNICATION AND TRUST... 


"These are huge decisions we need to make, and my clients put a great amount of faith in me to help guide them. In order to build an effective financial strategy, I need to start from a common ground and an understanding of their goals. I honestly don’t know any other way to build a solid retirement or investment plan"



IN HIS EXPERIENCE, CHRIS DESCRIBES TWO TYPES OF CLIENTS...    


THE FIRST IS THE CLIENT WHO SECOND GUESSES THEIR OWN STRENGTHS. “THIS MAY SOUND LIKE A SILLY QUESTION, BUT…”.  

OR, THERE IS THE CLIENT WHO DOESN’T WANT TO ASK THE QUESTIONS FOR FEAR OF “EMBARRASSING THEMSELVES”. 

My philosophy is I want to move slow and take breaks along the way to make sure that all parties are on the same page. There is no such thing as a ‘silly question’. It is important for me to make sure the people I work with have a strong grasp on how to make their road-map work, and if they don’t understand parts of it, I want them to know it’s ok to ask questions along the way.  I would much rather my friends/clients work with me, than the random ‘9-5 advisor’ who may be more focused on the transaction than the interaction.


CHRIS' FAMILY IS A GREAT SOURCE OF JOY



His wife Kelsey and their two daughters, ages 6 and 8, hold a special place in his heart. When he's not in the office, you'll often find him coaching their soccer teams and enjoying backyard barbecues with his friends and family.

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Getting started is as easy as 1, 2, 3!

Get to know us a bit better by understanding our values, the process of how we work and what that means for you, our client. Our website and articles are a great place to start. When you are ready, follow these three steps.

STEP 1

Contact us today by phone, email or the contact form below to set up a complimentary consultation in-person or online. Yes, it is that simple! 

STEP 2

At your first in person meeting, we work with you to make sure we understand your unique situation, your values, goals and concerns. We will also collect your financial documents that will allow us to complete our analysis.

STEP 3

We will analyze and review your unique financial strategy with you, and when you are happy with the results, we begin to implement the roadmap.  We work closely to tailor your plan to the time you have, and the financial goals you want.



Let’s Get Started!

For your convenience, send a message with the form below or call today!

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