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Chris Bozza, Financial Advisor

FINANCIAL ADVISOR
Chris Bozza

CFP®, CIM®, FCSI®
1 Church Street, St Catharines, ON L2R 3B1opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Wealth strategies
  • Estate and legacy strategies
  • Business retirement plans
  • Sustainable Investing

About Chris

Our office is located in downtown St. Catharines where I have a team of three associates to help assist our clients with their unique financial needs. This includes managing their investments along with providing tax considerations, estate, and insurance planning. We work with families from across the country and develop long term relationships.

I joined Edward Jones as a financial advisor in 2008 and hold a Certified Financial Planner®, Chartered Investment Manager (CIM®) and Fellow of the CSI (FCSI®) designation.

I am a graduate of the Ivey Business School at Western University with an Executive Masters of Business Administration (MBA)...

Work History

  • Edward JonesJune 2008 to Current

Education

  • Univ Wstrn OntarioExecutive MBA
  • McMaster UniversityBachelor of Science

Team Members

  • Anne Potter
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(905) 934-6922

Fax

(877) 335-8724

Office Address

1 Church Street
St Catharines, ON L2R 3B1opens in a new window

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My priorities

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Setting your path

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