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Christine Timms was born into a family of small business owners, the youngest of five children all born within six years. She worked several part-time jobs as a teenager as she grew up in a small town in Southern Ontario. She put herself through university thanks, in large part, to the co-op work/study program at the University of Waterloo. Chris was always very competitive in sports, school and business, never shying away from a challenge. She is a lifelong fan of the Toronto Raptors, the Toronto Blue Jays, the Buffalo Bills and Canadian tennis players. Christine lives in Toronto, Canada with her husband and son.
Financial Services Career
As Chris began to understand herself more in the early years of her professional career, she realized that she needed to see a direct relationship between her efforts and success. She wanted to be her own boss and build her own business with no glass ceiling. She had always been curious about investing, was interested in teaching, and enjoyed working with people. Chris wanted the freedom to think for herself and give independent advice to clients she could work with continuously over the life of her career. Chris’s competitive nature sought an opportunity to be judged based on quantifiable results, effectively eliminating the glass ceiling. Chris determined the best opportunity to combine these interests and goals was through the career of a full-service investment advisor.
Christine was hired and trained by Merrill Lynch Canada in 1983 beginning her career as an advisor with no clients after working for three years as an internal auditor for the Canadian Federal Government. She became an advisor at CIBC Wood Gundy when they bought Merrill Lynch Canada in 1990 and remained with CIBC Wood Gundy until retirement.
· Christine achieved chairman’s club in her firm for the first time in 1993 and every year thereafter during her career (24 years in a row) including her last year as an advisor (2016). Chairman’s club included the top performers of the firm (usually approximately the highest 8% or so of the firm’s advisors).
· Christine served on CIBC Wood Gundy’s Retail Advisory Board (committee of advisors assembled to provide feedback to firm management) from November 1995 to September 1999.
· Christine retired Dec 1, 2016 after 33 years as an investment advisor with career highs in both assets under management ($400 million) and annual revenue generated. Upon retirement, Christine’s clientele consisted of about 350 households, with over a third of those households having over $1,000,000 AUM with Chris and her team. The clientele included people from all walks of life and occupations: professionals, small business owners, public service workers, skilled trade workers, retirees, widows, etc. Almost all clients were located in the Greater Toronto Area.
1980 B. Math.
1982 Certified Management Accountant (CMA, CPA)
1983 Canadian Securities Course (CSC), options
1993 Chartered Investment Manager (CIM)
1995 Life Insurance and Accident & Sickness Insurance Licence
2000 Professional Financial Planning (PFP)
2010 Registered Retirement Consultant (RRC)
2015 Certified Executor Advisor (CEA)
Christine no longer holds any license to practice as a financial advisor.