Christopher Gramzow
Job title: Financial Planner, Sun Life, QAFP®
Languages spoken: English
Area(s) served: Alberta, British Columbia, Ontario, Nova Scotia
Retiring your way
It’s never too early to start thinking about retirement. In fact, the earlier you start to plan, the more prepared you’ll be. Let’s work together to create a retirement plan that incorporates your needs, wants and goals.
Who we service
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Business owners general
High net worth and affluent
Pre-retirees and retirees
Our Mission
We partner with Clients to help them understand how to navigate some of the most important financial decisions of their life.
We look forward to providing you with a customized strategy with a multi-disciplinary, long-term thinking approach offering you confidence and peace of mind. We put your needs first to help you achieve your financial goals.
How we work with you
As an Advisor at Sun Life, I like to work with successful families, professionals and business owners. I focus on building comprehensive plans for retirement and legacy.
Our goal is to help Clients achieve lifetime financial security and live healthier lives. We can engage with award winning professionals and are focused on utilizing trusted companies and professional relationships to provide advice tailored to your goals.
I offer virtual appointments for Clients located throughout Alberta, BC, Ontario and Nova Scotia. In-person appointments are done in Calgary, Alberta. Contact my office to book your appointment.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Investment options
There are many different investment options to choose from. The right one for you depends on your situation and goals.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Client testimonials
Positive: Professionalism, Quality, Responsiveness, Value
Chris was so quick to help our company switch our Sun Life Financial services for our small office team benefits package. We got into more corporate financial services and a planning matters which we 3 in depth conversations that won our business over to him as this was the first time it all made sense for myself and business partner/husband. Thank you Chris and we will provide a direct reference for your future potential clients,
Chris is amazing. He is very professional always available and very patient to explain any questions you might have. We got súper visa insurance and life insurance that adapts perfect to our needs.
Positive: Professionalism, Responsiveness
Christopher Gramzow is highly responsive and goes above and beyond to provide services that's meaningful and valuable. On every contact or connection thus far, I learn something new that I can add to my tool belt.
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