Kris Guo

“I focus on building long-term relationships based on trust, empathy, and tailored advice. By taking time to understand your values and goals, I provide solutions that evolve with your life journey – empowering clarity and confidence at every stage.”

Helping clients feel confident and in control of their financial future is what motivates Kris in his daily work. For him, it is deeply rewarding to simplify complex decisions and see the positive impact thoughtful solutions have on people’s lives.

Kris advises his clients on an array of financial matters, including investments, mortgage structuring, and cash flow management. He also has strong experience with registered plans such as TFSA, RRSP, and RESP accounts and enjoys guiding clients through retirement planning and tax-efficient strategies. To further his service to clients, Kris is currently working towards attaining his Certified Financial Planner® (CFP) designation.

Kris will work with you to develop your comprehensive LifeSpring® financial guide – a blueprint for building and maintaining a strong financial foundation. This useful financial tool provides an in-depth analysis of your financial position, goals, anticipated needs and future income, integrating all aspects of your financial picture including investments, estate planning and business banking where applicable.

Learn more about the value of working with a financial advisor.