About

Chris works with business owners and executives to help them protect their assets, accumulate wealth, support their families and leave a lasting legacy. He does this by guiding CWP Clients to better understand their own personal and corporate situations. He provides education on progressive planning strategies so they can make efficient decisions with their money and their time.

Chris is a graduate of Dalhousie University’s Bachelor of Business Management program. He successfully built and sold two corporations before founding CWP Financial in 2012. These experiences have provided him with a deep understanding of the unique challenges faced in private business ownership.

Chris holds his CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter and Certified Health Insurance Specialist designations. These designations uniquely qualify him to support the advanced planning needs of business owners and executives.

As a well-respected public speaker, Chris regularly presents to many of Canada’s leading blue chip organizations. He speaks about future-proofing your retirement, running your cash-flow like a business, planning your wellness and mastering your legacy. Chris also provides mentorship, education and guidance to fellow advisors at national and local speaking engagements across the country.

Away from the office, Chris volunteers as a board member with the Greey-Lennox Charitable Foundation, serving as Treasurer.

During his downtime, Chris enjoys travelling to the cottage with his wife, three young children and their tiny golden doodle, Gryffindor. He keeps active by playing golf in the summer and hockey in the winter.  

Trevor focuses on Clients who want to maximize their cash flow, investments, insurance and net worth over time. He helps Clients navigate their own personal situation – especially leading into and through retirement. He guides them to make smart financial decisions regarding their wealth planning, financial security and estate maximization goals.

The Clients Trevor works with typically own real estate. They often focus on balancing their wealth, risk management and long-term planning needs, while still maintaining current lifestyle interests. These Clients often work for corporations that offer group retirement plans. When working with families, Trevor shares best practices and thoughtful strategies including:

• Education planning,
• Disability savings and
• Ever-changing costs of running a modern family household.

An Insurance and Mutual Fund licensee, Trevor has also achieved his CERTIFIED FINANCIAL PLANNER®, Chartered Life Underwriter and Certified Health Insurance Specialist designations. These qualifications allow Trevor to explain how life, wealth, and health goal conversations come together. He fosters big picture thinking and understanding for Clients.

Having felt the horrors of cancer and serious personal injury, Trevor regularly speaks to the impacts of illness and disability within his own life experiences. By doing so, Trevor helps Clients explore the complex risks of unexpected events when planning, building and protecting wealth.

Trevor lives in Toronto’s downtown core, enjoying Blue Jays games at the nearby Rogers Centre. When not in Toronto, he can be found walking his dog “Ruby” at his family farm on Upper Rideau Lake.

Stan is a veteran Advisor, first entering the insurance industry in 1977. Over his long 45 year career, Stan has seen more changes come and go than anyone could ever imagine. This lifetime of experience has made Stan a trusted voice of reason for the many Clients he serves. He provides wisdom and insight as he guides Clients to better understand their own situation.

This starts with a true desire to understand what is important to Clients. He takes away their uncertainty while plotting a path to achieve their life goals. Stan has helped many Clients sleep better at night. Clients are able to enjoy retirement confidently knowing that their money is protected against unexpected events. Stan’s authenticity and genuine interest in helping people have allowed him to build long-standing relationships over his career. Friends have become Clients, and more significantly, Clients have become friends. He’s valued for his expertise, his guidance and for his ability to maintain a steady hand on the wheel.

When not working as an advisor or a volunteer, Stan enjoys spending time with his grandchildren in New Zealand. He stays active by cycling, skiing, swimming, or riding his beloved motorcycle. He and his wife are also avid travelers, having previously visited all seven of the world’s continents together. 

Amanda brings a wealth of knowledge and expertise to her role at CWP. She helps to support our mission to provide Clients with a better understanding of their own situation. She has over 14 years of experience at Sun Life. Her familiarity with investment products, regulatory processes and technical understanding of the industry make her a favourite amongst Clients. She enjoys helping them achieve their life goals.

Prior to joining CWP in 2014, Amanda worked with Sun Life, in Kitchener at another advisory firm. During this time, she developed a deep understanding of the industry. She acquired her Mutual Funds license in 2012 before completing more education from CDI college in 2014. A lifelong student, Amanda successfully acquired her Life License (LLQP) in 2019. This helped her build upon her knowledge set for the betterment of the Clients we serve.

Born and raised in Cambridge, ON, Amanda has been a resident of Toronto for the past five years. With a keen interest in people and their varying lifestyles, Amanda thoroughly enjoys travelling and exploring different cultures. She credits these experiences with broadening her horizons while expanding her worldview.

Amanda is a fitness enthusiast, enjoying long runs along Lake Ontario and working out at the gym. She also loves cooking healthy meals - often with a glass of wine in hand. 

Dawson’s role with CWP is focused on Client support, market research and in-depth analysis. This culminates in the development of easy to follow presentation materials to help Clients gain a clear understanding of their own unique situation. He develops portfolio summaries, visual illustrations and financial models. This helps Clients understand ways to increase profitability over time while reducing risk along the way.

Dawson is also CWP’s technical lead. He helps Clients use online systems and web portals to ensure access to their policies, investments and wealth statements.

Building from his experience in capital markets technology, Dawson is an experienced business analyst. He is trained in data reconciliations and risk analysis exercises that are paramount in support of retirement planning and fixed income strategies. This allows him to undertake deep, progressive and often complex research and portfolio modelling operations. Turning that analysis into insights, he keeps Clients educated, informed, and on track to meet their life goals.

Dawson is a graduate of McMaster University's Actuarial Financial Math program. Dawson currently holds his Mutual Fund license and is working towards his insurance license in 2022.

When not at work, Dawson enjoys playing hockey and golf, volunteering as a goalie instructor with his local Minor Hockey Association and walking his red fox labrador – fittingly named Bauer.

As a true Client advocate, Cheryl is at the forefront of our CWP Client Experience team. She is an optimistic problem solver with a passion for helping people and regularly goes above and beyond to ensure exceptional customer service and care.

Having spent nearly two decades in Senior Executive Leadership roles with TD Bank, Cheryl brings a wealth of knowledge, industry expertise and an intimate regulatory familiarity to Clients. While our advisors strategize for what’s important tomorrow, Cheryl focuses on what’s important today, helping execute next steps. Doing so ensures the I’s are dotted and the T’s are crossed, each and every time. Since joining CWP through acquisition in 2017, Clients rest easy knowing Cheryl is supporting their file. Cheryl is a graduate of George Brown College and Queen’s University Executive Leadership Program.

Golfing and travelling keep Cheryl busy during the summer months, as does her time spent volunteering with local community organizations and supporting CIBC’s Run for the Cure. In the winter, Cheryl is happiest skiing with her husband, adult children and two grandchildren not far behind.