Chris Stoyko, Financial Planner- On Point Wealth & Risk

Chris Stoyko, Financial Planner- On Point Wealth & Risk Working with clients to help them achieve their goals and dreams through advice, education and finan

I believe helping clients achieve their goals takes careful planning. Throughout our lifetime, financial emergencies, health crises and even premature death are possible, any of which could dramatically impact our lifestyle and goals. I want clients’ financial security plans to help them withstand these risks regardless of when they might occur. I work with clients to create a financial security p

lan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial security plan will be tailored to their needs, risk tolerance and the goals they want to achieve. The process I follow to create each financial security plan includes:

• Gaining a clear understanding of my clients’ goals and dreams
• Analyzing their situation and identifying gaps
• Building a financial security plan to help them achieve their short- and long-term goals
• Reviewing their financial security plan regularly to help ensure it continues to meet their changing needs

I'm excited and happy to share that I've officially earned my Chartered Life Underwriter (CLU®) designation!This achieve...
07/16/2026

I'm excited and happy to share that I've officially earned my Chartered Life Underwriter (CLU®) designation!

This achievement represents many hours of studying, learning, and a commitment to continually improving the advice I provide to my clients.

Combined with my QAFP® designation, the CLU® strengthens my expertise in advanced estate planning, wealth transfer, tax-efficient strategies, and business succession planning. Most importantly, it allows me to better serve the families, professionals, and business owners who trust me with their financial planning.

A sincere thank you to everyone who supported and encouraged me throughout this journey!

I'm looking forward to putting this knowledge into practice and helping my clients navigate their financial futures with greater confidence.

BusinessSuccession Advocis

07/16/2026

I'm excited and happy to share that I've officially earned my Chartered Life Underwriter (CLU®) designation!

This achievement represents many hours of studying, learning, and a commitment to continually improving the advice I provide to my clients.

Combined with my QAFP® designation, the CLU® strengthens my expertise in advanced estate planning, wealth transfer, tax-efficient strategies, and business succession planning. Most importantly, it allows me to better serve the families, professionals, and business owners who trust me with their financial planning.

A sincere thank you to everyone who supported and encouraged me throughout this journey!

I'm looking forward to putting this knowledge into practice and helping my clients navigate their financial futures with greater confidence.

04/01/2026
Building Wealth means nothing if you can't enjoy it in good Health!!! 💪 💰 🦾
10/18/2025

Building Wealth means nothing if you can't enjoy it in good Health!!! 💪 💰 🦾

See you soon Alberta!!!😎✈️
10/07/2025

See you soon Alberta!!!😎✈️

Excited to be in Vancouver for the Wealth Summit this week — connecting with some of the brightest minds in finance, wea...
09/17/2025

Excited to be in Vancouver for the Wealth Summit this week — connecting with some of the brightest minds in finance, wealth management, and strategy. Always inspired to bring back fresh insights and value for clients and our team!!


Great times ahead!!! Lets Go 😎
09/15/2025

Great times ahead!!!
Lets Go 😎

Address

Bowmanville, ON

Telephone

+19059999791

Website

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