Frontline Wealth Inc.

at 201-3380 South Service Rd., Burlington , L7N 3J5 Canada

1. Financial Planning

As a FrontLine Wealth client, you will have a holistic cash flow and wealth management plan that is customized to you and your family's needs.

Description

*Protecting Those Who Protect Us* Providing Wealth Solutions for Emergency Services Personnel & Their Families Kris came into the financial industry in 2007. With a wife, 3 kids and a dog, he understands how vital it is to have a financial advisor you can count on, not only for asset management but for cash flow management. Are you making good money but not sure where it is all going? Are you buying/selling a house? Are you saving for a trip? No matter what your life plans are, you should have a holistic, customized financial plan in place. Kris and the FrontLine Wealth team cover all aspects of your financial plan, taking an in depth look at both sides of your balance sheet, to protect your future and help you get more out of your money. Kris took a unique route into the financial services industry - a route that exemplifies his passion for helping and protecting people. Kris comes from a background of Emergency Services and has trained extensively in helping and protecting people in emergency situations. Combined with his training in the financial services industry, Kris has incorporated this helping and protecting approach into FrontLine Wealth - taking care of individuals and their families. Kris was the second person in the country to achieve the CCS designation, specialist in Cash Flow Planning. He also holds the CFP (Certified Financial Planner) and CHS (Certified Health Specialist) designations. Kris has completed the Canadian Securities Course, Life License Qualification program and the Canadian Investment Funds Course. Kris volunteers as an instructor for the Dollars with Sense program which teaches Grade 7 students about personal finance. He enjoys time with his family, the outdoors, fitness and martial arts.

Opening time

• Mondays: 09:00- 17:00
• Tuesdays: 09:00- 17:00
• Wednesdays: 09:00- 17:00
• Thursdays: 09:00- 17:00
• Fridays: 09:00- 17:00

Company Rating

76 FB users likes Frontline Wealth Inc., set it to 11 position in Likes Rating for Burlington, Ontario in Bank/Financial Service category

Summary

Frontline Wealth Inc. is Burlington based place and this enity listed in Financial Planning category. Located at 201-3380 South Service Rd. ON L7N 3J5 . Contact phone number of Frontline Wealth Inc.: (289) 812-4484