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This profile was last updated on 6/14/14  and contains information from public web pages and contributions from the ZoomInfo community.

Chris Valentine

Wrong Chris Valentine?

Financial Security Advisor

Phone: (613) ***-****  HQ Phone
ONELIFE Wealth Management Inc
2520 C St. Laurent Blvd (South)
Ottawa, Ontario K1H 1B1
Canada

Company Description: ONELIFE is a financial planning organization that understands there is much more to wealth management than a mere focus on rates of return. We provide guidance...   more
Background

Employment History

  • Chartered Mutual Fund Counselor
    First Securities Investments , Inc.
  • Member, Raleigh, NC Branch
    First Securities Investments , Inc.
  • Head Coach
    Kanata Stallions
  • Director, Hockey Operations
    Top Draft Sports Management
  • OHL Scout and Owner
    Top Draft Sports Management

Board Memberships and Affiliations

Education

  • MFA
  • Algonquin College
29 Total References
Web References
Chris ...
www.onelifewealth.com, 14 June 2014 [cached]
Chris Valentine
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Chris Valentine, MFA
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Chris graduated from Algonquin College with a Business Studies Certificate, has achieved the Master Financial Advisor Designation (MFA) and has completed the Business Owner Specialist Program. Chris began studying for the financial services industry during his successful professional hockey career. He is a proud member of the NHLPA as well as the Ottawa Senators Alumni association and is actively involved in their many charitable activities. He brings experience, a strong work ethic and a commitment to serving the best interests of others which has benefited his clients and specifically business owners.
Feature Story for July 2002: A Blurring of the Lines - Business Leader magazine
www.businessleader.com, 1 July 2002 [cached]
"Over the years, incremental changes in both the way services are delivered and products are priced has greatly changed the financial landscape," says Chris Valentine, a chartered mutual fund counselor and financial advisor with First Securities Investments, Inc. in Raleigh.
The blending of available services from product specific providers, including banks offering mutual funds or brokerage firms offering banking products, further complicates the financial swimming pool, he adds.
"Let's face it, as with any business, people are constantly looking for new revenue streams and ways to increase their profits," says Valentine."This evolving marketplace and the repealed provisions led to a significant shift in the way the industry conducted business over the last two decades."
In the early '90s, the relaxation of the GSA, the very Act that separated commercial and investment banking, came under the greatest debate.Central to this debate is the potential risk reduction of commercial banks due to continued diversification.*
...
Banks who have been highly structured and ruled by regulation are becoming more market responsive and market driven, Valentine suggests.
And, financial services have become big business to BB&T.
...
"It can and you have to be careful," warns Valentine, who hosts a radio show called the Financial Power Hour on 620AM and 570AM every Monday at 4pm."Remember, you're the master of your own fate, you're ultimately responsible for your own financial future.It's important not to relinquish the power or responsibility."
"Every customer doesn't want full-service financial planning," he adds."And, every entity out there is not qualified to provide those services."
...
Valentine, too, recommends that consumers understand how the provider handles information.Document control and sharing of information is crucial to the relationship."With single consolidation, the institution has knowledge of your entire financial life, and all of your spending habits.Plus, they have history of deposit and investment accounts," he says.
On the flip side, Valentine says, there are some clear benefits including:
- Convenience and ease of access: In many ways, it's nice to deal with one entity.If all consumer loans, insurance, automobile financing, investments, mortgage services, and checking accounts are with one entity, statements will be consolidated and you have a better snapshot of where you stand financially. - Lower fees: If you do aggregate your financial business, most of the time you get lower interest and smaller fees. - Better customer service: "The provider, whether it's a bank or broker, wants high asset retention," says Valentine. "There's a vested interest in pleasing the customer if that company has everything from stocks to retirement accounts.
No shortage of solutions
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Financial convergence is, by all means, here to stay and the industry is growing, Valentine says.Likewise, there doesn't seem to be a shortage of financial planners and independent advisors out there, volleying for the available dollars.
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Banks will continue to purchase other banks and brokerage houses will continue to consolidate and advocate full-service banking products, explains Valentine.
"All in all, your financial life is interactive, don't just put your future on autopilot," summarizes Valentine."And, as with anything, do your homework."
*source: Journal of Financial and Strategic Decisions, Fall 1994.
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Chris Valentine, a chartered mutual fund counselor at First Securities Investments, Inc., 919.719-0400 x 24;
Employee Benefit Movers and Shakers: Announcements of Promotions or New Personnel
benefitslink.com, 20 June 2001 [cached]
Christopher B. Valentine, CMFCFirst Security Investments, Inc.
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Christopher B. Valentine, CMFCFirst Security Investments, Inc.
Chris has joined the Raleigh, NC branch of First Security Investments.He has been a registered representative for 4 years and concentrates his practice on retirement planning and employee benefit plans.
CJHL Kanata Stallions | Team | Pointstreak Sites
www.kanatastallions.com, 11 Mar 2014 [cached]
Kanata named former NHL player Chris Valentine as head coach for 2008-09, but was fired in October after the Stallions slow start.
TDSM - Front Office
www.topdraftsportsmanagement.com, 23 Aug 2010 [cached]
CHRIS VALENTINE DIRECTOR, HOCKEY OPERATIONS (613) 440-8249 hockey@topdraftsportsmanagement.com
...
Chris Valentine
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