Chris Woodman, CFA, MBA, CFP
Chris Woodman, CFA, MBA, CFP
Securities Planning Specialist - Investors Group Securities Inc.
Clients at Agrawal Associates benefit from the extensive value Chris offers through his experience in economic and business analysis. His years of experience in the financial community allow him to conduct effective assessments, and construct efficient investment portfolios with the associates within our Private Wealth team.
Educated in finance and accounting, Chris has always used top-down fundamental research for analyzing and deploying investment strategies. He earned his Chartered Financial Analyst (CFA) designation in 2003 and has since been an active member of the Calgary CFA Society.
Chris had a career in both the financial industry as a financial planner and adviser, and with private enterprises providing business strategy and financial analysis.
Mutual funds, investment products and brokerage services are offered through Investors Group Securities Inc., (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Insurance products and services distributed through I.G. Insurance Services Inc. , (in Québec, a Financial Services Firm). Investors Group Trust Co. Ltd. is a federally regulated trust company and the mortgagee. Mortgages are offered through I.G. Investment Management, Ltd.* Inquiries will be referred to a Mortgage Planning Specialist (in Ontario, a Mortgage Agent, and in Quebec, New Brunswick and Nova Scotia, a Mortgage Broker). *In ON and NS, registered as a Mortgage Brokerage (ON 10809, NS 3000240) and a Mortgage Administrator (ON 11256, NS 3000232), in QC, registered as a financial services firm (QC 2400376104) and in NB, registered as a Mortgage Brokerage.
