For more than a decade, affluent households, corporations and foundations in the Edmonton area have trusted Chase to provide them with investment guidance. Before joining CC&L Private Capital, Chase worked with clients at RBC Wealth Management and TD Wealth.
Chase holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations, among a number of designations and accreditations specific to wealth management and high-net-worth financial planning. He has passed Level I of the CFA exam.
Born and raised in Edmonton, Chase is passionate about the success of his clients and his community. He enjoys contributing time to a number of community organizations, and has a particular interest in improving the financial literacy of young adults.