Kris Dureau

CFP® CIM® CHS® CEPA® Associate Portfolio Manager

Kris has over 18yrs of investment expertise dealing with business owners and retirees and serving as an independent financial advisor. 

Kris is an Associate Portfolio Manager, and holds the following designations CIM Chartered Investment Manager,  CFP Certified Financial Planner, CHS Certified Health Specialist and also holds his CEPA Certified Exit Planning Advisor designation which is specialized in helping business owners create more value in their companies, have stronger financial plans, and align their goals through a three step value acceleration methodology.  He also holds a certificate in Advanced Investment Advice. He is a published author and host of “The Ride” podcast.

He and his wife Tina are involved in their community in numerous charities and fundraising activities.

Kris enjoys the outdoors and cottage life, along with playing his guitar. He is a proud father of 3 which happily take up most of the after-work time with their rep sports. 

Connect with Kris