CHRIS PURDON

Chris Purdon,

MA, CIM®

ASSOCIATE INVESTMENT COUNSELLOR

  

Chris Purdon – My Story

As an Associate Investment Counsellor, Chris Purdon provides portfolio management
services and his experience to our high-net-worth clients in the CI Assante Private
Client program. In this role, in consultation with our team’s knowledge of our clients’
circumstances, he determines an appropriate asset allocation to best meet their
objectives. He also provides ongoing review of client portfolios and works closely with
our Wealth Planning team to ensure our clients’ investment plans continue to meet their
needs.

Chris has been a member of the CI Assante Private Client team for five years and
brings experience in financial services working in London, Toronto, and Vancouver.
Chris began his career at BlackRock and has additional entrepreneurial experience in
the Vancouver startup space. Chris is a Captain in the Canadian Armed Forces Primary
Reserve with over 11 years of service.

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Education

  • BComm, Queen’s University
  • MA, King’s College London
  • Chartered Investment Manager (CIM®), Canadian Securities Institute

 

Client
Testimonials

Over 25 years of working with Legacy Family Office has given us the confidence to make informed decisions that have seen us succeed through all of life’s transitions, including moving on from our professional business lives into an amazing retirement where we are living the life we’d always dreamed of – without worry.

– Alan and Margaret