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

Financial Advisor | PEAK Investment Services 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.”

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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, 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.