Chris Kuflik is a Senior Wealth Advisor at Scotia Wealth Management in Montreal. With more than 20 years of experience, Chris acts as the financial quarterback for his clients living across Canada. He and his team of specialists provide customized comprehensive financial solutions to complex problems in an easy-to-understand format. This allows them to achieve their financial goals with peace of m
ind. In addition to his quarterback role, Chris is responsible for the investment process and securities selection that will allow his clients to reach their goals. He believes that the core of an investor’s equity portfolio should be invested in dividend growth equities. These mid to large-capitalization companies have provided their investors with a number of annual increases in their dividend payments. These shareholder-friendly companies have, over time, performed very well. A hedge against future inflation2. Additional total returns over time with less volatility3. Act as a cushion against rising interest rates. Chris has been a featured speaker for The Montreal Gazette on registered plans, RRSP, RRIF, LIF, LIRA, and IPP with a focus on early retirement, severance packages, and pension rollovers. He has been quoted in such publications as The Globe and Mail, National Post, The CBC, and Global news. His unique, conservative investment process helps his clients to maximize their returns while mitigating risk. This strategy allows us to provide a quantifiable and repeatable process that allows his clients to focus on what is important in their lives. Discover our unique conservative investment process by visiting: http://chriskuflik.ca/what-we-do-differently/
