Chris has over 25 years experience in Financial Services, primarily in administration and client services within the Investment Management industry. She has worked with a broad range of clients including Institutional, Private, Foundations and Retail.
Her career spans across several recognized investment firms, such as; Richardson Greenshields, C.A. Delaney Capital Management, and Dundee Securities Corporation. During her 15 years at Richardson Greenshields, Chris was Office Manager, Institutional Equity Sales and Trading and ran the day to day administration. Her main roles were client service, creating and maintaining the client database, timely distribution of research material, and trade settlement and clearing. In 1992 Chris joined Kiki Delaney as she formed her new company, C.A. Delaney Capital Management Ltd which specializes in private clients and foundations. Her main role again, was client service and portfolio administration. Chris was responsible for client reporting, communication and maintaining the client database as well as portfolio administration, tax reporting and compliance.
Chris continues to use her client and administrative knowledge and experience at ArcherETF. Her main roles are client service, communication and reporting. She also manages portfolio administration for the company.
Throughout her career, she has always maintained a “can do” attitude with regards to her work and especially client communication. Her vast experience and primary focus on client service has made her a valuable member of ArcherETF’s team.
Chris is a Business Administration graduate of Ryerson University, Toronto, Canada with a major in computer business information systems. She has completed the Canadian Securities Course. Chris has lived in various places within the United States and Canada, and currently lives in Oakville with her partner Dave, son Kyle and step-daughter Sarah. She enjoys entertaining family and friends and “Cottage Life” in her spare time.