Work History
Edward Jones
Edward JonesFebruary 2024 to Current
FINANCIAL ADVISOR
Chris Velasco
CFP®
3034 Recplace Drive, Suite 130, Prince George, BC V2N 0G2opens in a new window
Focus Areas
- Retirement income strategies
- Retirement savings strategies
- Wealth strategies
- Estate and legacy strategies
- Intergenerational planning
- Wealth protection strategies
About Chris
What I do:
I help commercial contractors build and protect their wealth through tax-efficient strategies, retirement planning, and business succession.
For example, if you’re growing a construction/renovation firm and need to think carefully about managing surplus cash flow in your corporate accounts, or planning your exit via sale of business or family succession, I create tailored financial plans through a five-step process:
Step 1 – Understand your values and goals.
Step 2 – Explore your options.
Step 3 – Decide which strategies are best for you.
Step 4 – Implement your plan.
Step 5 – Revisit your plan.
Who I work with:
I partner with commercial/residential contractors from family-owned...
I help commercial contractors build and protect their wealth through tax-efficient strategies, retirement planning, and business succession.
For example, if you’re growing a construction/renovation firm and need to think carefully about managing surplus cash flow in your corporate accounts, or planning your exit via sale of business or family succession, I create tailored financial plans through a five-step process:
Step 1 – Understand your values and goals.
Step 2 – Explore your options.
Step 3 – Decide which strategies are best for you.
Step 4 – Implement your plan.
Step 5 – Revisit your plan.
Who I work with:
I partner with commercial/residential contractors from family-owned...
Personal Interests
- Spending Time with Family
- Basketball
- Chess
- Real Estate
- Taekwondo
Team Members
Richard FranklinClient Experience Specialist- Brandon RyeClient Experience Specialist
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 05:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Location
Prince GeorgeMore to explore
Start here
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Setting your path
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