I grew up in a small town South of Ottawa, called Metcalfe, ON and graduated from Ottawa University in 2012. My love for sports ( mostly basketball, football, curling and golf)  is a major reason why I place so much importance on performance and this includes driving results for our clients’ portfolios. Those around me would describe me as straightforward and honest, but also generous, driven, and dynamic. As a coach, teammate, and partner of my clients, I want to see that everyone wins.

I’ve worked as a Financial Advisor since 2017 and have always had a natural affinity for business and investments. In Early 2021, I completed my Chartered Investment Management (CIM) ® designation, which has helped me select and recommend the highest quality investments for clients. My goal is to provide the most competitive, transparent, and cost-effective Estate Planning and Investment Management service in Canada, which focuses on Tax minimization, Growth and Protection.

I don’t do it alone. With Alpha Bull Canada Private Wealth, I have a team of dedicated administrative staff, in-house analysts, insurance specialists and have partnered with lawyers, accountants, as well other Financial Advisors with whom I can consult. I pride myself on striving to deliver the industry’s top service for my clients.

Chris Williams is a beacon of purposeful and authentic leadership, with a dynamic presence. His career trajectory includes leading a robust tech sales force in Alberta, making strategic moves in private equity, and doubling firm EBITDA in the energy sector. He now applies his extensive business acumen to financial advisement, assisting discerning professionals and business owners in aligning their finances with their aspirations.

A graduate of the University of Waterloo, with a unique Speech Communication degree, Chris is adept at transforming complex financial scenarios into clear, actionable plans. His method is highly personalized and collaborative, ensuring financial strategies are intimately connected to his clients’ life stories.

Chris's fiduciary responsibility signifies a transparent, competitively priced, and efficient practice. He focuses on Tax Minimization, Estate Planning, and ensuring Growth, Protection, and Sustainability in wealth management.

His personal life reflects his enthusiasm for golf, hockey, and treasured moments with his wife Amanda, their daughters Aurora and Angelina, and the family dog, Moose. As a volunteer Director for a Federal Political Party, he is deeply involved in his community and country.

Chris values your consideration and is ready to discuss optimizing your financial future.  He also invites you to witness his financial acumen on display (a younger Chris) in the competitive arena of CBC’s “Dragon’s Den.”

I believe in common sense investment strategies for my clients. I am committed to building their financial future with honesty, integrity, and sincerity, along with providing the best of service.

I moved from a small town in Saskatchewan at the age of 18 and in 1976, trained as a service engineer in Pau, France.  I have worked in many capacities in the Arctic, Northern Africa, Greece, London (UK), and Calgary, all before I was 27 years of age.  I had an innate drive to work for myself and help people ever since I can remember. My business career started in 1979 when my wife and I relocated to Lethbridge and purchased a business. The business grew to include three additional enterprises. After we sold the business in 1998, I was head hunted by a financial securities company to become an Advisor. For the next twenty-four years, my small business experience greatly influenced my capacity as an Advisor. I have helped create wealth and security for several hundred clients and their families.  I remain committed to personalized attention to my client's individual circumstances.

I grew up in Toronto and always loved playing football and almost all sports. I have always been competitive in almost everything I do. I enjoy older moves like “A Few Good Men” and appreciate both the acting, but as important the writing for the script. I left home in Grade 11 as my parents chased their dream to own a Marina in Haliburton Ontario. I was very focused on school and ended up graduating from Western University, Ivey business school in 1985. I was hired by Xerox right out of school and spent 36 years working in sales, finance, product marketing and general management. With my family, I was moved to the trouble spots where sales management was lacking and business was declining.

I really enjoy solving problems and using sales process to better understand customers and put opportunities together that benefit both the client and Xerox. After 36 years I retired and within 2 years I found out I was missing the mental  stimulation of working with clients. I wanted to share my knowledge on what it really takes to retire. I set up a small business helping family and friends and then joined up with Chris and Matt in Calgary.

I have always worked hard to put the right solution forward and am very interested in demystifying the retire process from income planning to the investing side of it.

I grew up in Mississauga, Ontario and have had a fascination with the world of investments and personal finance since a young age. I graduated with honours (Bachelor of Commerce, finance/entrepreneurship) from the University of Ottawa and currently working towards my Certified Financial Planner (CFP) designation, the gold standard in the financial planning industry. My areas of expertise include building holistic, easy to understand financial plans that are personalized to each individual or family. The goal: to provide my clients with peace of mind and financial security.
Having previously worked at Canada's largest wealth management firm servicing high net-worth individuals and families, I’m hungry to use my experience and passion to educate even more Canadians. Along with personalized financial planning, I support my clients with investment management, estate planning including life insurance & more.
I moved to Canmore in 2022 and now call it home. Outside of work, I’m always taking advantage of the mountains to ski & hike, love playing hockey, and consider myself a lifelong learner, devouring books whenever I have downtime.
If you’re looking for a partner to work alongside you to help ensure a comfortable financial future, I would welcome the opportunity to speak with you to understand how I can help you achieve financial security.

With a friendly demeanor and a genuine passion for helping others, I strive to empower clients to take control of their financial futures with confidence. Having completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH) exams, I possess a comprehensive understanding of the regulatory landscape and investment principles crucial for effective financial planning. Driven by a genuine desire to see clients thrive, I take a proactive approach to understanding their needs and anticipating future challenges. I have a keen eye for detail and am dedicated to navigating the complexities of the financial markets with precision. Whether I am onboarding new clients, addressing inquiries, or conducting regular check-ins, I strive to deliver exceptional results and exceed client expectations. Beyond the numbers, I pride myself on building long-lasting relationships built on trust, transparency, and integrity.

With several years of administrative experience, I have developed strong skills in all aspects of supporting a team and delivering excellent customer service. Whether it be a colleague looking for assistance to complete a task in a pinch, or a client calling with a question about their account, my passion lies in helping others and I’m always willing to lend a helping hand. I have an affinity for the arts, and in my spare time, you’ll often find me painting or crocheting. I also have two cats, Nessie and Monster, whom I adore.