Chase has been a professional within the industry for over 15 years and successfully acquired full ownership of KLM Wealth Management recently and now is the main leader behind it's vision and growth.
Using a purely holistic approach, Chase and the team work with individuals and families to create a fully customizable financial plan in order to help clients meet their personal goals and objectives. Chase holds the CERTIFIED FINANCIAL PLANNER® designation, allowing him to pull from an even richer vault of resources to enable his clients.
Chase graduated from the University of Alberta with a Major in Finance and Minor in Business Economics & International Business. Before joining KLM, he worked in Calgary & Indonesia with an Energy Firm & Global Real Estate Firm.
Chase loves to travel, participate in any type of sport, and spend quality time with his friends & family.
Chase is an active member on the Investment Planning Counsel's National Advisory Board.
Chase is a member of IPC Securities Corporation.

Insurance products available through KLM Financial Corporation.