STEP – Advising Families Across Generations
Chris Delaney BA LL.B B.Ed TEP FEA is a seasoned professional with extensive experience in wealth management and estate planning. Currently serving as Leader of Strategic Consulting at Edward Jones since September 2024, Chris also holds the position of President/Owner at Inception Family Wealth Press, a role maintained since November 2017. As a Finance Professor at Fanshawe College since August 2018, Chris plays an integral role in educating future professionals. Additionally, Chris is a Volunteer Member of the Business Families SIG Steering Committee with STEP since June 2022. Previous roles include Business Succession Advisor at TD, VP of High Net Worth Planning Services and Vice President, Will & Estate Consultant at RBC Wealth Management and RBC Dominion Securities, respectively. With degrees in law, education, and history, along with additional certifications in family enterprise advising, Chris Delaney demonstrates a profound commitment to assisting high net worth clients and business owners in navigating complex financial and estate planning challenges.
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STEP – Advising Families Across Generations
STEP is the worldwide professional association for those advising families across generations, offering training and development to a global network of trust and estate practitioners. All STEP members belong to a branch or chapter that provides professional development and opportunities to network with peers at a local level. We have 20,000 members in over 100 branches and chapters across the world.