More than investing —
helping you
steward wealth wisely.
I work with individuals and families across Canada from my office in Abbotsford, British Columbia. My role is to help bring clarity, intentionality, and thoughtful guidance to the financial decisions that matter most.
My name is Chris Meehan, and I work with individuals and families across Canada from my office in Abbotsford, British Columbia. Many of the people I serve have built meaningful wealth through business ownership, investing, real estate, entrepreneurship, or crypto assets — and are looking for a trusted professional to help them navigate what comes next.
What makes my approach different is that I've spent years navigating volatile markets both professionally and personally — including areas such as crypto and other high-growth investments. I understand the opportunities that can create meaningful wealth, but also the common mistakes, emotional decisions, and concentration risks that can cause investors to give significant gains back over time.
I believe thoughtful positioning matters. Markets change. Risk changes. Opportunities change. People's lives change. Many clients come to me because they feel traditional wealth management has become overly passive, generic, or disconnected from real-world risks.
— Chris Meehan, Financial Planner, CFP®, MBA, BBAI am an active advisor — though not discretionary. I never take action without your express approval. You remain in control at every step. My role is to bring the analysis, the perspective, and the recommendations you need to make more confident decisions.
Above all, my goal is to help clients move forward with greater clarity and confidence — knowing they do not have to carry the burden of navigating complex financial decisions alone.
- Financial Planner with CI Assante Wealth Management Ltd.
- MBA with a focus in Finance (2016)
- Financial Management — Cornell University (2015)
- Licensed Registered Representative; experience as a professional stock trader (2013)
- Professional studies in stock and currency trading (2008)
- BBA — Trinity Western University (2006), one of the most decorated student-athletes in the university's history
- 2006 Top 8 Academic All-Canadian
- 2006 MVB National USport Champions, Captain — MVP
- CFP® — Certified Financial Planner
- MBA — Master of Business Administration
- BBA — Bachelor of Business Administration
- Registered Representative — CIRO
- Licenced Life Insurance Agent
- Abbotsford, British Columbia
- 604 852 1804 ext. 231
- cmeehan@assante.com
- Serving clients across Canada
Wealth is not simply something
to accumulate — it is something
to steward.
Grow It
With IntentionNot all capital should be treated the same. Some wealth is meant to pursue opportunity — to grow, compound, and create future possibilities. The goal is not simply to maximize returns, but to take intentional risk in the right areas, aligned with each client's objectives and time horizon.
Help Protect It
When It Matters MostThere comes a point where wealth is no longer theoretical — it becomes meaningful. At that stage, the conversation shifts from "What can I make?" to "What do I need to preserve?" Helping to protect wealth is about making thoughtful decisions at the right time, before exposure becomes a problem.
Use It Well
With PurposeWealth ultimately raises a deeper question: what has been entrusted to you, and how should it be used? Whether that means supporting family, giving generously, or building a lasting legacy — my goal is to help clients move from reactive decision-making to intentional stewardship.
The clients I serve best.
Individuals and families with greater than $1 million in investable assets who want help stewarding it wisely — without giving life-changing gains back
Business owners, professionals, and growth-oriented investors seeking proactive, independent wealth management aligned with their long-term goals
Investors interested in blockchain and alternative assets who want thoughtful guidance and disciplined navigation of risk
Families focused on legacy planning, tax efficiency, charitable giving, and using wealth intentionally
Individuals who value proactive communication, active wealth management, and the greater peace of mind that comes from a trusted advisor
A full toolkit for
every dimension of
your wealth.
Not every strategy is right for every client. My role is to bring the right tools at the right time — aligned with your goals, tax situation, and stage of life.
"Past performance does not guarantee future results, and I will not get every market call right. Meaningful long-term results require patience, discipline, and thoughtful decision-making through changing market environments. My commitment is to treat clients the way I would want to be treated if our roles were reversed: with honesty, diligence, proactive communication, and care."
— Chris Meehan, Financial Planner, CFP®, MBA, BBA
Ready to steward your wealth
with greater clarity and confidence?
A no-obligation conversation is where every great plan begins.
Chris Meehan, Financial Planner, CFP®, MBA, BBA · Abbotsford, BC
Helping You Grow, Protect,
and Give With Precision
and Purpose.
Faith-aligned wealth stewardship for families who want to grow, protect, and deploy their wealth — generously, wisely, and with lasting Kingdom impact.
In Wealth Management,
You Often Don't Get
Do-Overs.
There's a scene in the movie Edge of Tomorrow where Tom Cruise's character repeatedly relives the same day. Each time, he gets another chance. Real life usually doesn't work that way.
In wealth management, major financial mistakes often compound permanently. Many people spend decades building meaningful wealth — only to unknowingly expose it to avoidable risks later.
- Poor tax planning that quietly erodes decades of growth
- Overconcentration in a single asset, sector, or position
- Emotional decisions during market volatility
- Failing to protect meaningful gains at the right moment
One of my primary goals is to help you navigate those moments thoughtfully — so you can finish your race intact.
My Approach
A complete approach to
preserving your legacy.
Every dimension of your wealth — stewarded with intention, discipline, and precision.
Wealth Preservation
Protecting capital against inflation, market volatility, and tax erosion — so your wealth endures across generations and economic cycles without unnecessary exposure.
Generosity & Giving Strategy
Helping Christian families give more, give smarter, and give with intention — through in-kind securities, donor-advised funds, flow-through strategies, and giving capacity modeling that makes generosity sustainable.
Learn More →Active Portfolio Stewardship
Independent, proactive investment stewardship aligned with your goals — including thoughtful exposure to alternative assets, digital assets, and macro opportunities many advisors miss.
Tax Efficiency
Strategic tax minimization through proactive planning, corporate structures, and integrated estate planning — keeping more of what you've worked hard to earn.
Legacy & Wealth Transfer
Ensuring your legacy passes intentionally — with estate structures, business succession planning, and generational wealth arrangements aligned with your family values.
Retirement & Income Planning
Structuring sustainable income streams, sequencing withdrawals correctly, and avoiding the tax mistakes that silently cost retirees tens of thousands of dollars.
See yourself in
these stories.
Actual results from real clients (names changed) — spanning disciplined portfolio stewardship through volatile markets, and strategic, tax-efficient giving.
The Thompson Family
Business owners in BC's highest tax bracket who wanted to give generously to causes close to their hearts — without losing more than half of every dollar to tax.
By donating appreciated crypto in-kind and layering in flow-through shares and a Donor-Advised Fund, they cut their effective tax burden by more than 90% — redirecting substantial capital to the causes they care about most.
Read their full storyJohn & Sarah
A family seeking balance between growth and stability — protection without sacrificing long-term compounding.
By repositioning proactively in early 2022, their portfolio navigated the downturn with nearly half the losses of a passive approach — while capturing strong long-term growth.
Read their full storyDavid
Physician in his 40s. Long horizon. Carved out capital for high-growth opportunities including digital assets.
Active management — exiting near market highs and re-entering near lows — produced life-changing compounding while avoiding devastating drawdowns.
Read his full storyAaron
Nearing retirement. Priority was capital preservation and peace of mind above all else.
Proactively repositioned before the worst bond market in decades. Aaron's portfolio experienced a fraction of typical losses — entering retirement with full confidence.
Read his full storyDo you have
enough?
One of the most common questions I hear is: "Am I on track?" This calculator gives you a starting point — but the real work happens in the details most people never address.
A professional advisor helps you avoid the silent, compounding mistakes that cost far more than any fee:
- Income sequencing errors — withdrawing from the wrong accounts can trigger tens of thousands in unnecessary taxes.
- OAS & CPP timing — delaying by even a few years can mean $100,000+ difference in lifetime income.
- RRSP meltdown strategies — without a plan, withdrawals trigger massive tax bills and OAS clawbacks.
- Inflation erosion — a "safe" portfolio that doesn't keep pace quietly destroys purchasing power.
⚠ Your projected savings may not fully cover your income needs. A professional plan can identify strategies to close this gap — through tax efficiency, better sequencing, and smarter positioning.
Built for investors who
think differently.
Affluent Families
Individuals and families who have built meaningful wealth and want help preserving it thoughtfully while continuing to create future opportunity.
Business Owners
Professionals and entrepreneurs seeking a trusted advisor who thinks independently and aligns investment strategies with long-term goals.
Growth Investors
Investors who value active management, proactive communication, and the confidence that comes from not carrying important decisions alone.
Christian Stewards
Families of faith who want to grow wealth with wisdom, give generously without overpaying tax, and build a legacy that reflects what they believe — with an advisor who understands both the financial and spiritual dimensions.
Measured in clarity,
not just returns.
Because they receive proactive, personal service
Replacing uncertainty with direction and confidence
Because discipline and patience compound over decades
When you partner with the right advisor, you gain more than an investment strategy — you gain greater clarity, confidence, and peace of mind that comes from having a trusted professional helping you navigate the decisions that matter most.
Chris Meehan, Financial Planner · CFP®, MBA, BBAReady to bring greater
clarity and confidence
to your financial future?
A no-obligation conversation is where every great plan begins. Let's talk about what's possible for your wealth, your legacy, and your peace of mind.
Giving Strategy
Give with Wisdom.
Give with Purpose.
Give with Greater Impact.
Many generous families unknowingly lose thousands of dollars to avoidable taxes when making charitable gifts. A strategic giving plan can often multiply your impact, allowing substantially more resources to reach the ministries, churches, and causes you love — without requiring you to give more out of pocket.
You're Probably Giving
The Most Expensive Way
Possible.
When a well-meaning Christian writes a $500,000 cheque to their church or ministry, they're often doing two things simultaneously: making a generous gift, and unknowingly forfeiting thousands of dollars in tax savings that could have increased the impact of the gift without extra cost to the donor.
Most donors give in cash because it's simple and familiar. Most advisors accept this without raising the alternative — because they either don't know the better strategies or don't prioritize the giving conversation.
A giving strategy changes the math entirely. The same conviction, the same desire to give generously — structured properly, it can produce dramatically more impact for the same out-of-pocket cost.
Mark wants to give $100,000 to his church. He holds mutual funds worth $100,000 (purchased for $20,000), in the top Ontario tax bracket.
Option A — Sell & Donate Cash
Option B — Donate In-Kind ✓
→ Same $100,000 gift. Same church receives the same amount. Mark saves an additional $21,412 — simply by donating differently.
A Giving Strategy
Built for Serious Donors.
Not every tool is right for every situation. Our role is to identify which combination produces the greatest impact for your specific circumstances, tax position, and giving convictions.
In-Kind Securities Donations
Donate appreciated stocks, ETFs, mutual funds, or cryptocurrency directly to a registered charity or Donor-Advised Fund. The capital gain on the transferred asset is completely eliminated — zero percent inclusion rate. You receive a full donation receipt for the fair market value. The charity receives the same amount whether you give cash or securities.
This is the most underused strategy in Canadian charitable giving. Only 31% of Canadians are aware it exists — meaning 69% are potentially leaving significant tax savings on the table.
Donor-Advised Funds (DAFs)
A DAF is a charitable account that accepts assets, issues an immediate tax receipt, and holds the funds while you decide which ministries and charities to support. It acts like a giving bank account — contributions in, grants out, at your pace and on your schedule.
Flow-Through Share Strategy
Flow-through shares are issued by Canadian resource exploration companies, which renounce their exploration expenses to investors. The investor receives a full income deduction equal to the purchase price — and then immediately donates the shares to charity, triggering a charitable tax credit as well. The result is the "double dip": two significant tax advantages from a single transaction.
This strategy is best suited for clients in the highest marginal tax bracket annually and is particularly powerful around major liquidity events such as business sales.
Giving Capacity Modeling
Before any giving strategy can be implemented, there is one foundational question: how much can you actually afford to give — over a lifetime — without compromising your retirement security? Most donors have no idea. Many are giving less than they could. Some are worried about a number that turns out to be very conservative once modeled properly.
We build a giving capacity model alongside your retirement income projections — so you can give with greater confidence, knowing exactly where the line is and that you're not approaching it.
A Written
Giving Mission Statement
Changes Everything.
Most Christian families give reactively — responding to appeals, guilt, or annual habit. Year after year, the same charities receive the same amounts, without ever asking whether this reflects the family's deepest convictions.
A Giving Mission Statement is a short, written document that answers three questions: What causes are you most called to support? Why? And how will you make consistent, strategic decisions about where to give and how much?
Families who build one report that their giving becomes more intentional, more generous, and more unified as a family. It also means that when a compelling request comes in, you have a framework to evaluate it — rather than either saying yes to everything or feeling guilty saying no.
Start the ConversationMission clarity
Define the causes and ministries that align with your deepest convictions — not just habit or relationship pressure.
Family alignment
Involve your spouse and adult children in the giving mission — building a multi-generational stewardship culture, not just an estate plan.
Strategic deployment
Schedule giving to maximize tax efficiency — bunching in high-income years, coordinating with business events, and planning estate gifts in advance.
Annual review
Review your giving strategy each year alongside your financial plan — adjusting as income, life stage, and calling evolve.
We Work With Canada's
Leading Christian Giving Organizations.
These organizations provide the DAF infrastructure, ministry networks, and giving administration — we provide the financial planning, tax strategy, and coordination that makes the whole plan work.
Answers to What
Donors Usually Ask.
The Thompson Family
Reduced Their Tax Bill by Over 90%.
A business-owner couple in their 40s, facing BC's highest marginal tax bracket, felt called to make several significant anonymous gifts to causes close to their hearts. By donating appreciated cryptocurrency in-kind, layering in strategic flow-through share investments, and structuring their giving through a Donor Advised Fund, Chris helped them cut their effective tax burden by more than 90% — while directing substantial capital toward the causes they care about most.
Download the
Christian Giving Guide
A concise, practical guide covering the five most powerful strategies for Christian families who want to give more without writing a bigger cheque. Includes concrete worked examples for each strategy and Canadian-specific tax figures.
- ✓In-Kind Securities Donations
- ✓Donor-Advised Funds
- ✓Bunching Donations in High-Income Years
- ✓Flow-Through Share Strategies
- ✓Giving at Death — Estate Planning for Generosity
Chris Meehan, Financial Planner, CFP®, MBA, BBA
The Christian
Giving Guide
5 Ways to Give More to Your Church
Without Writing a Bigger Cheque
Abbotsford, BC · chrismeehan.ca
A 30-Minute Review.
No Obligation. Real Clarity.
Let's review your current giving approach together and identify what you may be leaving on the table. Many families walk away with two or three strategies they can implement immediately — at no additional cost.
No cost. No pressure. No obligation. Just clarity on what's possible.
You’ve Built Something
Significant. Now Comes
the Hard Part.
This page — and this practice — is built for a specific type of client. If it resonates, I’d be glad to connect.
People with wisdom seek wise counsel. They don’t carry everything alone — not because they can’t, but because they understand that stewarding what God has entrusted to them is too important to leave to chance, ego, or busyness.
At a certain point, wealth becomes more than accumulation.
It becomes stewardship.
For many families, the questions begin to change. Not “how do I make more?” but “how do I protect this wisely, use it intentionally, and pass it on with purpose?”
Those are the conversations this practice is built around.
You are not looking for a generic advisor with a generic plan. You are looking for someone who understands what wealth is actually for — and who shares the conviction that we will one day answer for how we stewarded it.
“Where there is no guidance, a people falls, but in an abundance of counselors there is safety.”
— Proverbs 11:14Many successful people are highly capable in their own field — business, medicine, entrepreneurship, real estate, leadership, or investing — but recognize that stewarding meaningful wealth wisely requires specialized focus, experience, discipline, and perspective.
Delegating wisely is not weakness.
It is stewardship.
You’re in
the right place.
You are not alone in feeling this. Many of the clients I serve are intelligent, capable, accomplished people — leaders in their fields — who have simply reached the point where the weight of these decisions requires a trusted partner.
Not someone who will tell you what you want to hear.
Someone who will tell you the truth, think carefully alongside you, and help you steward what you’ve been entrusted with — wisely, intentionally, and with a long view.
If this does not resonate, this practice is likely not the right fit — and that is okay. This work is built for a specific kind of client, and the relationship works best when the values are genuinely shared.
A Historic Period of
Wealth Transfer
& Opportunity
I believe God is positioning many believers right now to steward significant wealth — in some cases millions, and for some, billions — not for comfort, but for impact.
That conviction has shaped my life and work for 25+ years. I have spent years studying markets, macroeconomics, investing, risk management, retirement planning, tax strategy, and wealth stewardship because I believe these skills can materially help families preserve and deploy wealth more effectively for long-term Kingdom impact.
I am passionate about helping clients keep as much of their wealth as legally and wisely possible — so they can direct more of it toward the purposes God places on their heart.
In one case, proactive tax planning helped reduce a client’s effective tax exposure from over 50% to under 3%. That type of planning can dramatically increase the long-term impact wealth is capable of having.
Provide for their families responsibly and without unnecessary risk
Create long-term financial stability across generations
Support future generations with intention and structure
Care for those in need with generosity and wisdom
Help fund the advancement of the Gospel throughout the world
Most Advisors Don't Know
How to Multiply Your Gift.
Faithful stewardship includes helping to maximize the impact of your generosity through smart planning. In one planning session, we restructured a family's approach to a major church campaign and reduced their net after-tax cost from approximately $95,000 to under $10,000 — multiplying their Kingdom impact 10× without spending a dollar more. This is what tax-efficient generosity looks like in practice.
In-Kind Securities Donations
Donate appreciated stocks, mutual funds, or ETFs directly to your church or charity — eliminating capital gains entirely, while receiving a full donation receipt for the fair market value.
A $50,000 gift of appreciated securities can save $15,000+ vs. writing a cash cheque — at zero extra cost to you.
Donor-Advised Funds
A charitable savings account that receives an immediate tax receipt the moment funds are contributed — giving you the flexibility to distribute to any registered charity over time, on your schedule.
Ideal for bunching giving in high-income years, involving your whole family, and building a written Giving Mission Statement.
Flow-Through Share Strategy
For clients with significant taxable income ($500K+), flow-through share arrangements can generate both a full income deduction and a charitable tax credit — the "double dip" that dramatically reduces the net cost of a major gift.
A $100,000 gift can cost as little as $10,000 net after-tax — giving your church 10× more for the same out-of-pocket investment.
Giving Capacity Modeling
We model exactly how much you can afford to give — over a lifetime — alongside your retirement income projections. Generosity should never be constrained by anxiety about running out. We give you the numbers to give with greater confidence.
Many clients discover they can give 2–3× more than they thought — without any compromise to their retirement security.
What Created Your Wealth
Is Often Not What Will
Preserve It.
Many people build wealth through concentrated business ownership, crypto, real estate, concentrated stock positions, entrepreneurship, or periods of extraordinary growth.
But helping to maintain and steward meaningful wealth over decades often requires a different skill set entirely.
The same concentration, aggression, or risk tolerance that created wealth may eventually expose families to unnecessary danger if not managed thoughtfully. I’ve seen it happen. Quietly. Often faster than anyone expected.
Investment results are never guaranteed. But process matters deeply.
Corporate structures, holding companies, family trusts, and estate arrangements that help protect wealth and reduce unnecessary tax friction across generations.
Proactive planning that legally minimizes your tax burden — so more of what you earn stays working for your family and the causes you care about.
Identifying and mitigating concentration risk, sequence-of-returns risk, inflation erosion, and the emotional decisions that quietly destroy wealth over time.
Moving from the concentration that built wealth to a structure that helps preserve and compound it — without unnecessary exposure to avoidable risks.
Active, attentive stewardship — not passive management. Portfolios are monitored, stress-tested, refined, and adjusted as markets, risks, and opportunities evolve.
The conviction to act when opportunities are asymmetric — and the restraint to protect capital when risks are elevated. Both require experience and humility.
“Stewardship is not passive. It requires attentiveness.” When there are strong tailwinds, we set sails thoughtfully. When storms appear on the horizon, we batten down the hatches and protect capital carefully. Repeated consistently over years and decades, that process can produce extraordinary long-term outcomes — financially, emotionally, and generationally.
How I Approach
Every Client Relationship
These are not policies. They are convictions.
Stewardship Before Sales
The FoundationI strive to treat clients the way I would want my own family treated — honestly, proactively, thoughtfully, and with long-term care. Trust is earned slowly and protected vigorously. I will never recommend something I would not do myself, and I will always tell you the truth even when it is not what you hoped to hear.
Prayer Before Action
The PostureI believe wisdom matters more than ego. Every major decision and every client relationship is approached prayerfully, thoughtfully, and with humility regarding what we can and cannot control. I am committed to seeking wisdom before acting, and to caring genuinely about the families I serve.
Conviction With Prudence
The ApproachI spend significant time studying macroeconomic conditions, market structure, monetary trends, sector rotations, geopolitical developments, and long-term investment themes. When I believe strong opportunities exist, I am willing to lean into them thoughtfully. When risks become elevated, I believe it is wise to dial back — requiring patience, defense, and restraint. When there are strong tailwinds, we set sails. When storms appear on the horizon, we batten down the hatches.
Continuous Refinement
The CommitmentPortfolios are not “set and forget.” They are monitored, stress-tested, refined, adjusted, and reevaluated continuously as markets, risks, and opportunities evolve over time. The objective is not perfection — it is thoughtful long-term stewardship through changing conditions. Repeated consistently over years and decades, that process can produce extraordinary long-term outcomes — financially, emotionally, and generationally.
Wealth Is a Tool.
Stewardship Is
the Responsibility.
My mission is to help individuals and families steward meaningful wealth with wisdom, clarity, and intentionality — so they can better protect what they’ve built, create lasting opportunity for future generations, and use their resources for Kingdom impact.
Ultimately, I hope to help clients collectively direct more than $100 million toward advancing the Gospel, strengthening families, helping the vulnerable, and supporting meaningful Kingdom initiatives around the world.
That mission shapes how I think about wealth.
Begin a Conversation
“My mission is to help individuals and families steward meaningful wealth with wisdom, clarity, and intentionality — so they can better protect what they’ve built, create lasting opportunity for future generations, and use their resources for Kingdom impact.”
Not as something to accumulate —
but as something to answer for.
If this resonates —
I’d be glad to connect.
A no-obligation conversation is where every great plan begins. If you are looking for an advisor who understands what wealth is actually for, I would welcome the opportunity to talk.
These examples are not just
about performance — they show
what it looks like to have someone
walking with you.
Actual results from January 2022 through October 2025 (names changed) — one of the most challenging market periods in recent memory, capturing both severe drawdowns and strong recoveries.
Which one sounds
most like you?
A quick look at four real clients — then dig into the full story of whichever one you relate to most.
John & Sarah
A family balancing stability with long-term growth — enough downside protection for peace of mind, while still compounding meaningfully over time.
David
A physician who carved out capital for higher-growth opportunities — comfortable with volatility, as long as it's managed with discipline.
Aaron
Nearing retirement, with one priority: protect the wealth he'd built, without exposure to losses he couldn't recover from later in life.
The Thompson Family
Business owners in BC's highest tax bracket who wanted to give generously to causes close to their hearts — without losing more than half of every dollar to tax.
John & Sarah
A family seeking the balance between stability and long-term growth — enough downside protection to feel confident during uncertain markets, while still allowing their wealth to compound meaningfully over time.
Together, we made proactive decisions during a volatile period, aligning their portfolio with their goals, risk tolerance, and long-term priorities. By repositioning in early 2022 and actively navigating through market volatility, their portfolio avoided deeper losses while still achieving strong long-term growth.
In January 2022, after several strong years in the markets, I recommended repositioning approximately 60% of their investments into lower-risk funds, while remaining mindful of minimizing unnecessary tax consequences.
Drawdown impact: From Jan–Sept 2022, their portfolio declined approximately 10%. Without these changes, the estimated drawdown would have been closer to 18% — nearly double. This illustrates how thoughtful adjustments can help reduce downside exposure while keeping clients aligned with their long-term objectives.
This case demonstrates how a Grow with Confidence approach navigates changing market conditions with greater clarity. The difference between their 10% drawdown and an estimated 18% wasn't luck. It was a deliberate, proactive decision made before the storm arrived.
David
A physician in his 40s who carved out a portion of his wealth specifically for higher-growth opportunities. Long investment horizon. No plans to access this capital for decades. Comfortable with volatility — if balanced with discipline.
Rather than simply buying and holding high-risk investments through full market cycles, the goal was to steward risk intentionally — participating meaningfully in upside opportunities while reducing exposure during periods where risk and reward became less favorable.
This reflects a disciplined process of actively navigating both opportunity and risk, rather than remaining fully exposed to major market swings at all times. Each decision was made together, with David's approval, based on clear reasoning — not emotion.
Context: Fidelity Global Innovators averaged 38% annually over three years but finished 2022 down approximately 30%. David achieved similar long-term compounding while finishing 2022 up 1.9%.
Comparable long-term returns to the market's best funds — but without the devastating 2022 drawdown. This case demonstrates how active structuring, thoughtful positioning, and disciplined decision-making can help growth-oriented investors pursue strong long-term compounding while navigating volatility with discipline.
Aaron
Nearing retirement. His priority was simple: protect the wealth he had worked hard to build. More than maximizing returns, he wanted confidence that his portfolio could support his lifestyle without exposing him to losses that would be difficult to recover from later in life.
When I first met Aaron in early 2018, he was only a year or two away from retirement. He had lived through previous market declines and no longer wanted the stress and uncertainty of significant portfolio volatility.
We agreed on an allocation of approximately 80% in safer income-focused investments and 20% in equities. Later, as market conditions evolved, I became increasingly concerned about the risk profile of many traditional bond investments. We proactively repositioned a significant portion into a tactical bond strategy holding approximately 60% in cash. This was made in advance — not as a reaction.
For clients like Aaron, this case illustrates that prioritizing protection and peace of mind does not mean sacrificing long-term progress. The proactive repositioning that helped to protect his wealth was not made during the crisis. It was made before it arrived.
The case study mentioned in this presentation is based on actual scenarios but names and identifying details have been changed to protect the privacy of individuals. This case study is provided for illustrative purposes only to provide an example of our process and methodology. The results portrayed is not representative of all of our clients' experiences.
The Thompson Family
Reduced Their Tax Bill by Over 90%
"This strategy allowed us to give far more than we thought possible."
A business-owner couple in their 40s, based in British Columbia, facing the province's highest marginal tax bracket — 53.50%. Like many high-income families, more than half of each additional dollar they earned was being lost to tax. At the same time, they felt called to make several significant anonymous gifts to causes close to their hearts.
Their goal wasn't simply to give more — it was to steward their wealth wisely, reduce unnecessary tax, and maximize the impact of every dollar. They came to Chris looking for a strategy that aligned tax efficiency, generosity, and long-term stewardship.
Donated appreciated cryptocurrency in-kind, directly to a Donor-Advised Fund — eliminating the capital gains tax that would have been triggered upon sale
Participated in carefully selected flow-through share opportunities to further reduce taxable income
Established a structured giving plan using a Donor-Advised Fund and charitable giving account — supporting both immediate and future gifts, while preserving the family's anonymity
Instead of losing more than half of every dollar to tax, the Thompsons redirected substantial capital toward the causes they care about most — paying less than 5% of their income in tax that year, and giving anonymously with lasting impact.
Step 1 — Crypto In-Kind Transfer
Appreciated cryptocurrency donated directly to a Donor-Advised Fund. Capital gains: eliminated entirely.
Step 2 — Flow-Through Share Investments
Carefully selected flow-through opportunities structured to further reduce taxable income, coordinated with the family's accountant.
Result — Effective Tax Burden Cut by 90%+
Final tax paid: under 5% of income. Substantial capital redirected to anonymous, values-aligned giving.
"The most effective charitable plans do more than reduce taxes — they increase impact. This family's generosity never changed, but through strategic planning the outcome was dramatically different. More capital flowed to the causes they cared about, less was lost to friction, and their stewardship objectives were better fulfilled."
— Chris Meehan, Financial Planner, CFP®, MBA, BBAReady to write
your own chapter?
If you're looking for a trusted advisor to help you steward your wealth with greater clarity and confidence, I'd welcome the opportunity to start a conversation.
Stewardship Requires
Wise Counsel.
Significant wealth creates significant responsibility. The families below sought more than investment advice — they wanted a trusted partner to help them navigate complexity, make wise decisions, and steward their resources with greater confidence.
Confidence & Trust
I wanted an advisor I could trust and one who could help me navigate crypto investments. Chris is definitely that guy! He came highly recommended but has exceeded my expectations. I can trust his expertise, freeing my time to pursue my own passions. I'm thrilled to work with him and would highly endorse him to others.
— Gary D.I've worked with several advisors over the years and Chris has distinguished himself in a wonderful way. He has taken time to get to know me and to understand what matters to me. I feel the strategy he has helped craft for me balances my desire to grow my assets while simultaneously guarding against potential risks. I've found Chris to be trustworthy and his expertise has helped give me peace of mind knowing my family will be well provided for.
— Randi N.Trusted Through Important Decisions
Chris takes care of all the heavy lifting. Over time as Chris gained my trust, I entrusted him with my life savings. I'm so glad that I moved to Chris. Chris knows his stuff and the results speak for themselves.
— Casey V.My husband and I have worked with Chris for several years. I know that God led us to work with him. We have found Chris to provide a level of attention and care that has been unmatched in our several decades of saving. Chris helped craft a financial plan for us and has provided guidance and peace of mind over the years. The financial results have been wonderful but perhaps equal to that, we have felt very cared for. We wholeheartedly recommend Chris to others who are looking for someone to help guide them through their retirement years.
— Olive B.I've worked with Chris for over seven years. He has walked with me through significant life events. He has demonstrated a high degree of care and attention managing my investments. He has worked to include my children to keep them informed. I've been very pleased and am happy to recommend him to others.
— Ray S.I chose Chris as my advisor because he is excellent and a beacon of integrity. Our partnership has been nothing short of delightful. Chris doesn't miss a beat; he's always on the ball, tweaking and tuning my portfolio. It's clear he's got my back. For anyone in search of a top-notch advisor, Chris is your go-to guy!
— David S.I know Chris to excel at whatever he pursues. He has helped manage my family's retirement and savings accounts. My only regret is not starting a professional relationship earlier. He has greatly distinguished himself from our previous financial advisor. I know he actively monitors our investments so that I can focus my energy elsewhere.
— Phil J.Independent Thinking & Active Management
Chris is one in one hundred million. He has a brilliant mind and is helping people generate real wealth. He understands the financial system in a way few do. He is listening and thinking deeply and as a result he acts differently. You need to seriously investigate working with this guy!
— Ed Rush · Author of God TalksAfter a full career in law enforcement I wanted a financial advisor whom I could trust implicitly. I've worked with a few advisors over the years but Chris is the guy who earned my trust. He has watched my portfolio closely and hasn't shied away from bold calls which with the benefit of hindsight have yielded awesome results.
— Wally H.Chris is an out of the box thinker. He has delivered solid long term investment results. He is a man of great character. These are three of the reasons I appreciate working with him.
— Gary C.Chris's innate financial acumen is a passion well-honed by an ongoing commitment to excellence. When I began working with Chris, I experienced his commitment to discerning my particular scenario and preferences, and what would best serve the goals we set together. He recommended holding my money out of the market for over a year, and in so doing, prevented my life savings from dropping about a quarter in value out of the gates! I haven't lacked for gains. Chris has proven himself attentive, proactive and trustworthy in handling my account. He translates financial language and its complexities patiently and clearly. I'm truly at peace with entrusting my retirement savings to his oversight, and so am freed to focus on the other things. I'm genuinely grateful to work with him.
— Melody G.Family, Legacy & Stewardship
I'm very pleased with my experience working with Chris. He has a sharp eye and continually brings ideas to add value. Our whole family has come to trust Chris' expertise. We have 3 generations in our family partnered with Chris. Our experience has been fantastic. I have suffered less losses and captured greater gains over the last several years than I would have expected. I would happily recommend Chris to others to help protect their families' finances and legacy.
— Rick B.When I came to Chris I had life insurance but I didn't know if I had enough or maybe even too much. Chris worked with me to map out what I needed and then found a way to help me obtain the coverage I needed, but for less money than I was paying at the time. I was so impressed I've been recommending him to friends ever since.
— Ash R.Recently we sold land and as a result found ourselves with a significant tax bill. Chris proactively worked with us to help us take advantage of a highly unique strategy to greatly reduce our tax liability. The savings were astonishing.
— Corinne D.When I wanted someone to help my family navigate investing, particularly crypto there was no one else I would turn to. Chris demonstrates a passion for finance that is very rare. The results he has helped me to achieve in crypto have been far more than I could have dreamed of doing on my own. At one point, had I been on my own, I'd likely have been at best break even and at worst wiped out. Instead due to Chris' guidance I was up many times over. Thank you Chris the results have been life changing.
— Charis R.Every client's journey
is different.
The goal remains the same: helping people make clear, confident financial decisions aligned with their goals, values, and long-term priorities. I'd welcome the opportunity to start a conversation.
A no-obligation conversation
is where every great
plan begins.
Whether you're looking for a second opinion, a fresh start, or simply want to understand what's possible — I'd welcome the opportunity to connect. No pressure. No obligation.
Let's start with
a conversation.
The first meeting is always about understanding you — your goals, your situation, your concerns, and what you're hoping to accomplish. There's no pressure and no obligation.
If there's a fit, we'll outline what working together could look like. If not, I'll still do my best to point you in the right direction.
Many clients tell me they wish they'd reached out sooner. The best time to get clarity about your financial future is today.
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Start With the Guide.
Download The Christian Giving Guide — a free, practical overview of the five most powerful strategies for Christian families who want to give more without writing a bigger cheque. No email required.
Download Free PDF GuideIn-Kind Securities Donations — eliminate capital gains and give more for the same out-of-pocket cost
Donor-Advised Funds — immediate tax receipts with flexibility to give over time
Flow-Through Shares — the "double dip" strategy that can reduce a $100K gift to $10K net cost
