How does an opera singer end up
as a financial planner?
I’m Chris. And I split my life between my financial planning practise and the opera stage.
How did that happen?
Well… the first time I walked in to a bank and made an appointment with one of the fancy people in an office… I was terrified.
I knew very little about money. In fact, I was fresh off of my financial rock bottom: a situation involving ignored calls from the tax people and a bunch of debt.
So when I wanted to get serious about my money I went to the ‘experts’. The very nice woman I spoke with attempted to convince me to use the funds in my tax account (the money I had set aside for the CRA… so as to avoid more tax debt) to buy mutual funds.
She didn’t understand the financial life of an opera singer.
She didn’t understand why I needed a tax account or why I had to put aside a chunk of my money to cover basic upcoming costs… because I had no work lined up for a few months.
I didn’t fit in to her world, and I felt it.
I built this practise for those of us who feel like financial misfits
Over the years I’ve come a long way. I’m no longer that terrified money man. I’ve fallen in love with the idea of financial stability and what it can mean for the creative community.
And so, I wanted to create a place for people to go and get financial help.. where they’d be understood.
A practise for people who don’t have traditional lives, or who feel alienated by the language of finance.
Opera AND finance??
It’s an odd combination, but to me it’s the same job… taking something that many people find boring and making it come alive with relevance.
It’s what I’ve, hopefully, done for over a decade on the stage, and it’s what I aim to do with my clients.
I want to learn about you – who you are, and what kind of life you want to build…. then I want to connect the right financial tools to that life, and make them relevant … maybe even convince you how those tools can make everything in your life so much easier.
What are your qualifications?
Multiple arts degrees might not convince you of my financial credibilty.
I have a LEVEL 1 CERTIFICATION IN FINANCIAL PLANNING through the FPSC – Canada’s premier certification board.
That means I’ve studied topics like cashflow – debt – retirement – insurance – and estate planning.
I’m constantly working on new courses, and am currently on my way towards a full designation of Certified Financial Planner.
Do you work with non-canadians?
Some of the work that I do is specifically for Canadians. That’s where my training is, and I really can’t help you with things like tax issues in the USA or Australia.
But if you want to work on money fundamentals – things like building a budget, finding more money for debt, or managing variable income – those things I can help you with.
Please send me an email if you’re interested in that kind of work no matter where you live!
I promised I’ll be the first one to tell you if I’m not the right fit.
What if I can't afford to work with you?
My mission here is to make sure that everyone who needs financial help can get it.
If you are really looking for some face-to-face help, but don’t have the money right now, I encourage you to sign up for my regular OFFICE HOURS.
I do 3 hours of free money coachings most weeks, and although we will not be able to go into as much depth there as we would in a planning or coaching scenario, I can still help guide you to the next step.
If you’re interested working with me more intensely, why not apply for PAY-WHAT-YOU-CAN FINANCIAL PLANNING. A program where low-income earners can apply for full or partial subsidies on financial planning.
Every couple of weeks I chat with some really smart people about money, we record it and call it BECAUSE MONEY.
It’s a Canadian personal finance podcast. You should totally check it out!
My dream is of a world where CREATIVES feel stable enough to create the art that they were born to create… where they can build lives that are rich in every possible way.
What the non-traditional finance world needs now…. is one-on-one help
There are tons of tools out there for DIYers and a million blogs, but there’s a real lack of quality one-on-one help.
Even though I blog and share DIY tools, my real focus at R2R is connecting people who need it to face-to-face financial coaching/planning.
Here are a few ways you can take advantage of what R2R has to offer:
Want to see how this whole financial planner thing works (but without committing to anything)?
I regularily open my doors (metaphorically… they’re through skype) for free 30 minute sessions. Come and chat about money with me.
If you need some one-on-one help, but can’t possibly afford it… I can help.
My mission at R2R is to provide quality financial planning no matter what your income.
If you’re a low income earner you might qualify.
If you believe in financial stability for the creative class and want to support the R2R mission, why not become an official patron?
Join a group of my absolute favourite people with a monthly contribution to the site.