Chris Poole

Certified Financial Planner at Sun Life Financial

Chris Poole, B.Mgmt, CFP, CLU, CHS, serves as the President of CWP Financial Services Inc. since December 2013, leading a team of three Certified Financial Planners and seven full-time staff. Based in Toronto and Newmarket, Ontario, Chris specializes in guiding business owners, corporate executives, and medical professionals in making informed tax, risk, financial, and life-based decisions. Additionally, Chris has been a Certified Financial Planner at Sun Life since March 2012, focusing on wealth maximization and risk minimization. Previous experience includes ownership of Yardworks 4 Life Inc. for 12 years, a short-term role as Internal Project Manager at Priestly Demolition Inc., and co-founding 120 Tea Inc., where significant early success was achieved in the loose leaf tea market. Chris holds a Bachelor of Management degree from Dalhousie University and was recognized as an Ontario Scholar at Aurora High School.

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