What Makes Us Different
Comprehensive Financial Planning
High risk, high return...?
Truth or Dare
Chris Douglas, CFP, CLU, CHFC
The financial services industry found Chris in 1982, which meant selling insurance and RRSP’s in a 20% interest rate environment. A further 5 years in a management role allowed him to complete his CLU, ChFC and CFP designations.
In 1995, a chance phone call resulted in him agreeing to become an evening instructor in the CFP program, first in ‘Risk Management and Estate Planning’, then ‘Tax Planning’, and finally ‘Retirement Planning’. This continuing involvement in the educational aspect has helped shape his practice into a true financial planning firm, helping over 2,000 clients with tax preparation, retirement planning, and estate planning as key services. More recently, Chris has also been addressing groups of advisors from across Canada on the integration of tax within financial planning.
In his spare time Chris enjoys both golf and hockey, and prefers to winter in Florida with his wife Caprice and his English Bulldog ‘Mac’…
Kaitlyn Douglas, CFA, B. Comm (Hons)
Kaitlyn graduated from the University of Manitoba with a Bachelor of Commerce (Hons) in 2012. She is currently enrolled in the CFA Program and completed Level 2 June 2016. She has taken data analysis and excel training courses in New York, Vancouver and Winnipeg, making her our go-to analytical expert.
Karen joined Douglas Financial in 2008 as our office manager and brings with her many years of experience in the private sector. Her enthusiastic positive outlook brings a smile to all that meet her. More recently, Karen has become our go-to person for compliance and regulatory issues.
Besides being married to the co-owner, Caprice works reception during the busy RRSP/Tax season, managing the calendar and keeping the office organized. No small task given the more than 900 client meetings we have throughout the year.
Douglas Financial provides complete retirement, estate and tax planning advice. Chris is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). In addition to volunteering on many local boards, Chris also teaches several financial planning courses at Red River College.