Chris is Senior Vice-President, Planning Services with responsibility for PPI Advisory’s national planning services team which provides advanced professional expertise and support in financial, estate and succession planning. He joined PPI in 2003 with over 20 years of experience in tax, estate and trust planning including several years as a Tax Partner in the Vancouver office of an international accounting firm.
He received his Bachelor of Commerce from the University of British Columbia and is a Chartered Accountant ("CA") and Trust and Estate Practitioner ("TEP"). Chris has taught and coordinated the CICA specialized tax course, "Advanced Tax Issues for the Owner Managed Business" and has written extensively in the area of tax planning and wealth preservation. Chris is a member of a number of industry associations including CALU and the Canadian Tax Foundation and is a frequent speaker at tax conferences and professional industry meetings.