Chris Williams "Advisor Chris"

Chris Williams "Advisor Chris" Director of Client Success, Finstepz-- where relationships matter.

Enjoy the convenience and lower fees of online investment platforms with the added service of a personal financial and insurance advisor.

What is Quantum Computing?It's being hailed as the next big thing in tech investing-- but what really is it?
06/01/2026

What is Quantum Computing?

It's being hailed as the next big thing in tech investing-- but what really is it?

Quantum computing for investors: understanding key principles, potential benefits, risks, and long-term impact.

Soon, we will be enjoying the bounty of local strawberries coming into season. While they are amazing just on their own,...
05/29/2026

Soon, we will be enjoying the bounty of local strawberries coming into season. While they are amazing just on their own, there are so many delicious and creative ways to use them in recipes that range from starters to desserts:

Make these recipes with peak-season strawberries. Use fresh strawberries to make spring and summer potluck desserts, flavor-packed salads, and refreshing drinks all season long.

Travel expert Rick Steves has great tips for travellers to Europe:"Use your money wisely in Europe. The articles below h...
05/27/2026

Travel expert Rick Steves has great tips for travellers to Europe:
"Use your money wisely in Europe. The articles below have my best advice on the best time to use cash or card — and how to avoid unnecessary fees either way — as well as tipping etiquette, and how shoppers can take advantage of VAT refunds"

Travel Tips: Money Use your money wisely in Europe. The articles below have my best advice on the best time to use cash or card — and how to avoid unnecessary fees either way — as well as tipping etiquette, and how shoppers can take advantage of VAT refunds.

Segregated funds have evolved considerably in recent years. All types of equity, fixed income and balanced mandates that...
05/25/2026

Segregated funds have evolved considerably in recent years. All types of equity, fixed income and balanced mandates that once only existed as a mutual fund, now boast their equivalent within segregated funds.

Discover how segregated funds provide investors with unique guarantees, privacy, and creditor protection – read the full article.

As the warm weather finally arrives, many of us are reaching for the sunscreen before heading outside. It's a habit wort...
05/22/2026

As the warm weather finally arrives, many of us are reaching for the sunscreen before heading outside. It's a habit worth keeping — but here's something the research makes clear: sunscreen alone isn't your strongest protection against skin cancer.

A sun-kissed afternoon outdoors is one of life's pleasures — and you don't have to give it up. You just need the right habits in your corner. Cover up, seek shade, check the UV index, and yes, wear your sunscreen too.

Due to the current political climate, many retirees who have typically spent the colder months in the U.S. are choosing ...
05/20/2026

Due to the current political climate, many retirees who have typically spent the colder months in the U.S. are choosing to go to Europe instead:

Europe remains firmly on Canadian travellers’ radar for 2026, with strong demand driven by perceived stability and evolving travel preferences.

Enjoy this glorious sunny day!
05/18/2026

Enjoy this glorious sunny day!

It looks like we are in for a beautiful weekend. What are your plans?
05/15/2026

It looks like we are in for a beautiful weekend. What are your plans?

A list of 10 things to do in the Kitchener-Waterloo Region including free, fun family & kids’ activities, live music, theatre & performing arts, sports, and exhibitions.

Retirement is often described only as an ending, but for many people it can be a transition towards more autonomy, flexi...
05/13/2026

Retirement is often described only as an ending, but for many people it can be a transition towards more autonomy, flexibility, and purpose. Increasingly, older adults are pursuing “social entrepreneurship” as part of this transition. Unlike volunteering, social entrepreneurship is a small venture project that aims to meet a real need in the community (e.g., reducing social isolation, supporting families, or strengthening community life) while also generating income

Whether you’re planning a retirement that takes you to top destinations around the world, or like most of us, allows you...
05/11/2026

Whether you’re planning a retirement that takes you to top destinations around the world, or like most of us, allows you to continue enjoying your current lifestyle with peace of mind, planning ahead is the best way to know where you’re going and how to get there. With the Retirement Calculator, you can set your retirement income based on your retirement lifestyle goals and quickly see if you’re on track

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180 Northfield Drive, W Unit 4 #1017
Waterloo, ON
N2L0C7

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Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12262184312

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