When it comes to a professional financial planner with so many years of experience in the field, Chris Singer has remained a top consultant.
He has a very strong relationship with so many professional financial planners which makes him someone that stands out in the financial planning profession. Chris Singer is a financial genius.
He has worked for all his achievements and so many of his clients have made good recommendations about him. Chris Singer is a force to reckon with in the financial planning profession.
One of the reasons he is loved by so many people is because he is ready to guide and see anyone succeed. He welcomes and accepts everyone that comes his way. This has played a key role in his success and achievements over the years. His interests are in retirement and estate planning, tax minimization, life insurance, health benefits, all levels of investments and risk management which are very important. One way that Chris stands out from his competitors is his unparalleled sense of customer service. To him, his clients are like a very close family. Chris Singer always had his eyes on ending up in the financial institution and he is living his long time dreams. After high school, he attended the business management program at the British Columbia Institute of Technology. Chris Singer then successfully completed the Canadian Securities Course. After graduation, he wanted to forge his path in the world of money management, so he decided to open his own independent financial advisement firm that has grown to become a world class organization.
As the owner of Singer Olfert Financial Group he felt right at home advising families and business owners about all the best ways to build and protect their wealth from harsh business conditions springing up daily. He has mastered the act of keeping his loyal group of clients who have been with him since the beginning and whom he considers family and he will definitely keep them till the end.
Immediately he formed his company, he worked hard to become officially certified as a financial planner professional. This is a highly coveted certification that has been the standard of excellence among financial planners for over 30 years. Certified CFP professionals must undergo extensive training and experience requirements in addition to a strict adherence to the CFP Board’s level of ethical standards. In addition to this recognition, he also earned the complete Brokerage Services “Business Growth” award.
In 2019, Chris rebranded his successful business under the name Cedar Rock Financial Group. Cedar Rock Financial works in unison with each of their customers to examine their personal goals and expectations. The ultimate aim is to achieve personalized financial success for long term. Their specialties include business succession, insurance, retirement and estate planning, tax minimization and health and dental benefits.
In addition, Chris Singer also gives security advice through Aligned Capital Partners Inc, a company that is a proud member of both the IIROC and the CIPF. ACP assists business professionals and business owners by using a needs based approach to financial planning. They excel at providing transparency, clarity and accountability for each one of their investment decisions. He is also a shareholder and partner of Value Partners Investments, an advisor owned Canadian Mutual Fund Company. They were voted one of Canada’s 500 fastest growing companies.
Aside his work life, Chris is an active citizen in his community. One of his favourite organizations is Athletes in Action which is a nonprofit Christian sports ministry. He was also a member of the Surrey Board of Trade, and Advocis, the financial advisors association of Canada. In this capacity, Chris can mentor the financial planning leaders of tomorrow and set them for success. In his remaining free time, Chris Singer enjoys keeping in shape and he loves being outdoors. His favourite hobbies include surfing, cross-country mountain biking, and yachting.
Chris Singer has remained a very big inspiration to so many people in the financial profession. A lot of young people can learn from him and they will definitely become successful in financial planning. Chris has shown that he is disciplined and his work ethics stands out. He is a good learner and a good teacher. He has developed this skill over the years and his clients always have something good to say about him. As long as you deal with finances, you will always need a Chris Singer in your life. It is very vital to plan in Finances. Chris will always provide an enabling environment where any of his clients can explore. He has been dealing with private and business clients on a one-to-one basis. Hence, from the onset, you will be dealing with an experienced and knowledgeable Financial Adviser, within a relaxed environment combined with a personal and friendly service. When you start a new business, it is very important to focus on your accounting practices. In fact, research shows that poor accounting practices are one of the reasons that businesses fail. There are some basic principles that you need to understand and then follow these tips to keep your business finances organized. Separate Business from Personal Expenses: You need to make sure that you open a business account and keep your business and personal finances separate. Your business will depend on its cash flow to function so you can’t take money from your business to cover your personal expenses. In addition, it will complicate your balance sheets at the end of the year. Keep track of your Expenses: You should use financial software to keep track of all of your expenses. You should organize your receipts and purchase orders as well as payroll and other financial records. This way you will always know where you stand and you will notice if spending increases. Finance and Accounting software can help you keep this information accessible and you will be able to print out reports to gain insight into your spending. Use a Professional: There are professionals who do book keeping, accounting and taxes and this can free up your time to focus on running your business. They will help you stay on track and save money where it is possible. They can also run risk assessment reports so that you understand where you need to solidify your business. Consider a Payroll System: No matter how many employees you have, a payroll system can help you examine the cost of wages, benefits, overtime, termination and other costs related to employees. You can outsource this to an accounting firm and they will make sure that your employees are paid on time and receive everything they are entitled to at the right time. Consider the Forms of Payment you Accept: Payment modes are evolving and people expect you to take more than Mastercard and Visa. In addition, you should consider third-party payment processors such as PayPal, BitPay, Stripe, PayU and more. This increases your reach and makes customers happy.